Financial Planning Services

 

Investments

 

Our Commitment

BOS Financial Services brings together the proven track record of investment products* from LPL Financial, with our experienced management professionals. Current research and objective advice hone an investment portfolio to your expectations.

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The Performance Portfolio

Dynamic and performance-driven should characterize your portfolio. We help make that happen by:

  • Analyzing your existing portfolio to comprehend your investment goals.
  • Recommending modifications to your portfolio as needed.
  • Drawing upon equity and fixed-income products, along with investments such as hedge funds, real estate, commodities, and private equity funds to pursue your investment goals.*
  • Asset Allocation
  • Utilizing resources from one of the most respected names in the investment management industry — LPL Financial, member FINRA/SIPC.
  • Monitoring your portfolio performance to recommend modifications as needed.

 

A Diligent Steward

We view our role with your wealth assets as that of a diligent steward, not simply as a financial consultant. You will receive unbiased, current advice with no financial incentive to BOS Financial Services to elect one investment compared to another.

 

Investment-Related Products*

A full range of equity and fixed-income products are available:

  • Equities
    • Exchange-Listed Stocks
    • Over-the-Counter Stocks
    • Preferred Stocks
  • Fixed Income Securities
    • Corporate Bonds
    • Municipal Bonds
    • U.S. Treasury and Government Securities
    • Convertible Bonds
    • Mortgage-Backed Securities
  • Mutual Funds
  • International Investments
  • Insurance and Annuities
  • Options
  • Unit Investment Trusts
  • Alternative Investments
  • Asset Management
  • Cash Management
  • 401(k) Plans

 

Tailored To You

Some investors prefer an active role in managing their wealth assets while others opt to turn over matters entirely to our staff. We accommodate both profiles. Experience, depth of resources, and creation of customized financial strategies aligned with your goals are found at BOS Financial Services.

 

No Time Like Now

There’s no better time than the present to launch a well-thought-out financial plan or reassess your current position. We look forward to hearing from you. Please contact the BOS Financial Services at 217-529-5555.

 

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 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.

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.