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

Could Social Security be another vicitim of Covid-19?

Social Security: Another Covid-19 Victim?

| 2020, coronavirus, Covid-19, Financial Planning, Retiree, Retirement Income, Retirement Planning, Social Security | No Comments

As the number of confirmed Coronavirus cases nears 2.4 million in the United States, the virus has extracted a heavy toll in terms of deaths, hospitalizations, job loss and economic malaise.  As devastating as Covid-19 has been the past four months in terms of loss of human life and economic conditions, it may be minor in comparison to the potential…

How does the CARES Act affect you?

Understanding the CARES Act

| 2020, CARES Act, coronavirus, Economic Growth, Economic Stimulus, Financial Planning, IRA, Required Minimum Distributions, Retirement Income | No Comments

The widespread economic uncertainty caused by the coronavirus (COVID-19) pandemic has taken a crippling toll on national and local economies alike.  As businesses and employers around the country wrestle with the fallout of closures, layoffs and furloughs the Coronavirus Aid, Relief and Economic Security Act, better known as the CARES Act, was signed into law on March 27th, 2020 to…

What Now?

What Now?

| 2020, Bond Markets, coronavirus, Equity Markets, Financial Planning, Fixed Income Markets, Interest Rates, Investing Lessons, Investment Returns, Investor Panic, Market Corrections, Market Volatility, Patience, Retiree, Retirement, Retirement Income, Retirement Planning, Retirement Savings, Returns, Risk, Stock Markets, Tax | No Comments

2020 began with the promise of continued strong economic and financial performance and a hint of uncertainty surrounding the November Presidential election.  The nation’s unemployment rate was near sixty-year lows, and labor force participation rates were near sixty-year highs.  The longest bull market in U.S. history was still running, despite concerns by some investors and analysts that it was getting…