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.

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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

Odds, Risk

What are the Odds?

| News and Events, Retirement Planning | No Comments

How many times in your life has something unusual happened where you stopped and asked yourself, “What are the odds of that happening?”  Maybe this summer you heard about a Canadian man named Pete McCathie.  Pete has experienced three very rare occurrences in his lifetime:  being struck by lightning, his daughter being struck by lightning, and Pete has recently won…

SS Check

Social Security COLA Increase Unlikely for 2016

| Financial Planning, Retirement Planning, Social Security | No Comments

On August 14, 1935 President Franklin D. Roosevelt signed the 37 page Social Security Act into law, ushering in a new concept of retirement for millions of Americans.  But even as the Social Security program celebrates its 80th birthday, retirees will likely be receiving a nasty surprise this year. The latest annual report from the Social Security trustees is projecting…

Greece has a big decision to make very soon.

How Does the Crisis in Greece Affect my Financial Plan?

| News and Events | No Comments

The turmoil in Greece has been dominating the news for much of the past two weeks, and we are aware that some clients are concerned about the impact of that situation on their investment portfolios.  So we want to explain the situation in Greece and alleviate some fear and concern that you may be experiencing. If you have been following…