A disciplined approach
for Financial Success

 

Retirement planning.
Financial projections.

We make sure you're on the right path to get you where you want to be.

 

Is your money ready
to last a lifetime?

Set sail for retirement.

1
1

Welcome to Bollin Wealth Management

Today’s economic and financial environment is more complicated and confusing than ever. There are so many choices available, be sure you are getting the best advice from trusted professionals.

Call Bollin Wealth Management
(419) 878-3934

Our Approach

People often come to Bollin Wealth Management for guidance after experiencing a significant change in their financial situation. The change can be as simple as switching jobs and rolling over a 401(k)account into an IRA, or receiving an inheritance from a relative. Or the change can be a life-altering event such as the death of a spouse, a divorce, or planning for a newborn child’s college education.

While we are happy to guide people experiencing a significant change in their financial situation, we are able to provide the greatest value when people come to us for comprehensive financial planning. Through our consultative planning process, we guide clients through the iterative steps of defining and articulating their financial goals, developing and implementing the planning solution, and monitoring and reviewing progress towards reaching our clients’ financial goals.

View our Services

investment advisory process

Our investment advisory services are delivered
through an ongoing, repeatable five-step process.

Investment Portfolio Risk and Return Spectrum

Each investment portfolio is engineered to achieve both the short and long-term investment objectives
of the client while providing the maximum expected investment returns for the amount of risk
the client is willing to take.

Risk and Return

Recent Updates

Financial Considerations for a Donald Trump Presidency.

Financial Considerations for a Trump Presidency

| Financial Planning, News and Events | No Comments

Donald Trump’s improbable victory in early November’s presidential election caught many people by surprise.  A Hillary Clinton victory looked almost certain if you believed most election polls and media outlets in the days leading up to the election, but as Tuesday night progressed a different story emerged.  As a Donald Trump presidency became more likely, a brief overnight market panic…

Social Security recipients will see a very small increase in benefits in 2017.

Social Security Benefits Update

| News and Events, Retirement Income, Social Security | No Comments

It is the classic case of “I have some good news and I have some bad news.  Which would you like to receive first?”  The good news for Social Security recipients is that there will be a cost-of-living adjustment (COLA) for the first time since 2015.  The bad news is that the COLA increase is a meager 0.3% for 2017….

Why You Should Care About Real Rates of Return

Why You Should Care About Real Rates of Return

| Interest Rates, Investment Returns, Real Returns, Returns | No Comments

Nominal interest rates are currently below zero in many countries, including Germany, Denmark, Switzerland,     Sweden, and Japan.  These levels have shattered the belief that zero is the lowest that interest rates can go.  While negative nominal rates are a relatively new phenomenon, historically speaking periods of widespread negative real returns across countries have been quite common. Those of us who…