Bollin Wealth Management’s offerings cover a wide-range of wealth management needs for our entrepreneurial, professional and high net-worth clientele. In addition to the offerings detailed below, Bollin Wealth Management advises our clients in the areas of business succession planning, estate planning, charitable giving and gifting, and risk management.
Our financial planning services cover a variety of areas and needs, including:
Whether you are exploring different retirement scenarios or trying to determine exactly how much you need to save to comfortably retire, Bollin Wealth Management will work with you to understand your retirement goals and income needs. Once we fully understand your situation, needs, and goals, we will identify strategies for funding and achieving your retirement goals.
Many investors seek the peace of mind that comes with knowing they are on track to achieving all of their financial goals. For those investors we provide a comprehensive financial plan that incorporates all of their financial information and analyzes their ability to reach all of their financial goals through a combination of situational studies and scenario planning.
We can also provide customized planning solutions for many situations, including:
• Asset allocation recommendations
• Investment portfolio review
• Budgeting and spending plans
• Education planning
• Estate planning reviews
• Pension, inheritance and annuity distribution advice
• Investment tax reduction strategies
• 401(k), 403(b) and other retirement plan reviews
Bollin Wealth Management offers personalized investment advisory and wealth management services to individuals and institutions. Investment recommendations and strategies are devised for clients based on a variety of factors including: age, risk tolerance, time horizon, financial goals, and retirement income needs.
Gather Data and Define GoalsThe first step of our Investment Advisory Process is to gather all of the information about our clients’ situation and define (and sometimes redefine) their specific financial goals.
Analyze and Evaluate SituationThe second step of our Investment Advisory Process is to analyze our clients’ current situation to determine the problems in their current plan that will prevent them from reaching their financial goals. We then evaluate the potential alternatives to determine which solution(s) will allow our clients to achieve their financial goals.
Develop Recommendations, AlternativesThe third step of our Investment Advisory Process is to develop a recommended strategy for our clients, based on our findings and analysis. We then present our strategy recommendations to our client, and collaboratively agree on the financial strategy to implement.
Implement Financial PlanOur fourth step of the Investment Advisory Process involves executing the strategy agreed to in step three. Special consideration is made with implementation strategies to avoid and/or minimize expenses and taxes.
Monitor and Review the Financial PlanThe fifth step in our Investment Advisory Process involves monitoring and reviewing performance and progress towards our clients’ financial goals. Completion of step five leads back into step one of our iterative process and continues for the duration of our advisory relationship.
Just as every business is unique, so too is the solution that will optimize the retirement planning capabilities for every firm. Whether designing a new plan or enhancing and improving an existing plan, Bollin Wealth Management follows a comprehensive planning process that delivers the most efficient and successful retirement plan experiences for both the plan sponsors and their valued employees.
Business owners’ time and energy are best spent focusing on the core aspects of their business. Bollin Wealth Management relieves plan sponsors from the day-to-day burden of managing their retirement plan and provides plan sponsors with the maximum amount of protection from fiduciary exposure through the careful design, implementation, and ongoing monitoring of plans.
By focusing on improving plan efficiencies through minimizing expenses, plan design, improved investment returns, participant education, and participant utilization, Bollin Wealth Management can help plan sponsors and participants increase the value of their retirement accounts and increase the likelihood that plan participants will reach their retirement and other financial goals.
Bollin Wealth Management helps business organizations:
