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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(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.
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.
Recent Updates
In recent years, a lot of attention has focused on the state of retirement, more specifically the risk that retirees will outlive their money. Furthermore, in most surveys circulating about retirement today, running out of money during retirement continually tops retirees’ lists of fears and concerns. Retirees’ fears about retirement are far from unfounded as they do face many risks. …
We all know the importance of saving for retirement, whether we are decades from retirement or currently enjoying the rewards of a lifetime of diligently putting money aside for retirement. For many of us we focus most of our attention on ensuring that we have the right asset allocation for our retirement accounts, or maximizing the contribution amounts so that…
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…