Products & Services
Although there are a multitude of products available, at Bos Wealth Management, we believe that a plan comes first to attain your goals. Once a plan is established, we may use some of the following choices to keep you on track:
Investments
- Money Market Funds,
- CDs
- Government Securities
- Treasury Notes & Bills
- Bonds
- Fixed Annuities
- Immediate Annuities
- Variable Annuities
- Mutual Funds
- Stocks
- Real Estate Investment Trusts (REITS)
- Gold
Financial Planning
- Fee Based Accounts
- Retirement Analysis
- Financial Assessment
- Risk Tolerance
- Traditional IRA
- Roth IRA
- SEP IRA
- SIMPLE IRA
- Social Security Strategies
- 401(k) & 403(b)
- Wealth Transfer
Insurance
- Life
- Long Term Care