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.
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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.
As I have shared before with many readers during our office visits and in other blog articles, one of my favorite activities in the financial planning profession is visiting with so many fun, interesting and intelligent people during client reviews and new client meetings. I really enjoy “peeling back the layers of the onion” and finding out about where people…
It doesn’t happen with our clients too frequently, but during periods of market volatility (like we just experienced this past fall and winter) I am often approached by acquaintances or friends who ask me my thoughts on selling out of stocks during the market turbulence in an effort to avoid the risk of a market downturn. This strategy is sometimes…
I recently met with a client to review their investment accounts and financial plan. During the course of our meeting the topic of aging came up. As we talked about getting older and the challenges that aging presents, I remembered something an old client had told me at the very beginning of my financial planning career. Tom and his wife…