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
The Insured Retirement Institute recently released the “Eighth Annual Update on the Retirement Preparedness of the Boomer Generation” and the report provides some interesting insights into baby boomers’ expectations and preparedness for retirement. While the insight from the survey provides a valuable look into the mindset baby boomers preparing for retirement, it should be noted that the Insured Retirement Institute…
Investment News, a weekly national publication for financial advisors, recently published an article titled “Sinking At Retirement” by Greg Iacurci. The article maintains, “Current market conditions bode horribly for near-term retirees.” Many baby boomers, including some of our clients, are planning to retire soon. Should pre-retirees on the verge of retirement be concerned about the impact current market conditions may…
The Latest Update on the Fiduciary Rule While you have been watching the recent volatility in the stock market or the latest political drama unfolding in Washington, you may have missed the latest news on the Department of Labor fiduciary rule that we have been periodically writing about for several years. On March 15, the fifth U.S. Circuit Court of…