Financial Planning Services


Financial Planning

To help better allocate your resources and maintain your desired lifestyle, our financial services team will work with you to develop an organized and comprehensive financial planning strategy. We can address your specific individual, family and business issues to help anticipate significant financial needs, allowing you to prepare and take advantage of opportunities along the way.

Many financial issues involve complex decisions including tradeoffs between the present and the future. With a clearly defined financial strategy you’ll be able to take action when needed, with a goal of increasing the amount of wealth at your disposal while positioning yourself for future asset development.

*Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. BOS and BOS Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.


Not FDIC Insured. No Bank Guarantee. May Lose Value.
Not a Deposit. Not Insured by any Federal Government Agency.


This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

This Web Site may contain links to other web sites ("Linked Sites"). The Linked Sites are provided for your convenience and information only and, as such, you access them at your own risk. The content of any Linked Sites is not under Bank of Springfield’s control. Bank of Springfield is not responsible for, and does not endorse, such content, whether or not Bank of Springfield is affiliated with the owners of such Linked Sites. You may not establish a hyperlink to this Web Site or provide any links that state or imply any sponsorship or endorsement of your web site by Bank of Springfield , or its affiliates or Providers.

This Web site is for marketing purposes and is not designed as a substitute for full account disclosure of any product described in this Web site. Please contact BOS for more information.