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VARIED INVESTMENT OPTIONS

Let us help you...

  • Plan for a comfortable retirement
  • Discover tax-free investment options
  • Save for a child or grandchild’s education
  • Maximize your 401(k) contribution and allocations
  • Select appropriate insurance coverage, including long-term care plans
  • Roll over 401(K) plans from past employers into a more efficient strategy
  • Create a traditional or Roth IRA, and determine if "catch-up" contributions are needed
  • Choose the appropriate mix of stocks, bonds, mutual funds and annuities to balance risk and returns

We draw from a full range of taxable and tax-free investments, including:

  • Mutual funds
  • Individual stocks
  • Certificates of deposit
  • U.S. Government securities
  • Tax-exempt bonds
  • Corporate Notes and bonds
  • Annuities

 

To find a financial consultant near you, call (877) 781-6889 or click here.

© 2012 BOSC, Inc. A subsidiary of BOK Financial Corporation.
Broker/Dealer Services and Securities offered by BOSC, Inc., an SEC registered investment adviser, a registered broker/dealer, member FINRA/SIPC. SEC registration does not imply a certain level of skill or training. Insurance offered by BOSC Agency, Inc., an affiliated agency. Investments and insurance are not insured by FDIC, are not deposits or other obligations of, and are not guaranteed by, any bank or bank affiliate. Investments are subject to risks, including possible loss of principal amount invested.