Since 2000, Bo has been educating individuals, families, and small businesses, helping increase their confidence in their financial decisions. His passion is in serving his clients to create comprehensive financial strategies that help reach their long term goals. Throughout the process, the emphasis is on creating lasting relationships based on trust and open communication.
Bo takes a comprehensive approach on retirement planning that not only focuses on a return on investment. There is also a focus on potential tax strategies*, protecting your family and assets, creating more spendable income at retirement and putting the client in the best position to leave a legacy to those that they care most about. He can work to coordinate your investment and insurance portfolios, as well as help manage your cash flow.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
*Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.