By Phil Bollin, CERTIFIED FINANCIAL PLANNER™
In today’s unpredictable financial environment, finding the right financial advisor can be challenging—but not impossible. Whether you do your research online, ask for recommendations from friends or trusted advisors, or both, the amount of choices to sift through can be mind-boggling. It has gotten way too difficult to differentiate between true quality and second best.
At Bollin Wealth Management, we believe the best financial advice is given in an environment that’s completely dedicated to each client’s unique situation. Keep reading to learn why our clients consistently sing our praises.
Who We Are
Our firm provides comprehensive financial planning solutions for all your financial needs. We offer independent wealth management services to help you decide if your money management strategies are on the right track or if you need hands-on guidance from a CERTIFIED FINANCIAL PLANNER™ professional. Regardless of your circumstances or goals, our mission is to engineer your future for financial success.
We consider our services unique among the throng of wealth management firms. From our custom services personalized for your individual situation to our engineering-based approach and fee-only financial planning solutions, we consistently stand out from our competition.
Additionally, we acknowledge and embrace the fiduciary standard of care, meaning we always act in our clients’ best interests. Our financial planning strategies are created specifically to put our clients’ needs first.
What We Do
We fully understand that each client is different and has unique financial goals. So, our services are flexible to meet the range of their needs: from one-time planning solutions to full-service strategic wealth management, or a customized solution falling somewhere in between.
By seamlessly integrating problem-solving capabilities with the best practices of the financial planning industry, we’re able to accommodate the full spectrum of financial planning needs.
Here’s a brief summary of the services we provide:
- Standard Financial Planning: With this one-time approach, we produce a customized strategic financial plan and provide you with step-by-step recommended actions. Once you receive our plan, you take it from there and handle the tactical recommendations on your own.
- Retainer Financial Planning: For this ongoing service, we put together a financial plan to guide you toward your financial goals and make specific actionable recommendations. Once you receive the plan, you handle the implementation of the recommended steps and we assist you in monitoring it.
- Total Wealth Management: This full-service approach combines financial planning with best-in-class investment management. With this solution, our team develops, implements, and continually monitors a custom strategy for your financial success. Each strategy is meticulously engineered for you to pursue your short-term and long-term financial goals with clarity and confidence.
How We Work
We believe in complete transparency, which is reflected in our fee structure. As a fee-only firm, we cannot receive any commissions or other payments from the providers of the products we recommend. Eliminating all potential conflicts of interest between our firm and the client adds to the trust we instill in clients that we’re not putting anyone else’s interests above their own.
Our approach involves a six-step process to research, analyze, develop, and implement a personalized financial plan that aligns with each client’s financial goals. This process is based on the globally recognized planning standards and best practices articulated by the CFP Board. Additionally, the standards we live by are predicated on Nobel Prize-winning investment strategies developed by the leading financial minds in academia and industry.
The outcome of our standards-based approach enables us to reliably and systematically build, preserve, and transfer our clients’ wealth. Our unique financial engineering process gives our clients more predictable, controllable, and repeatable progress toward achievement of their financial goals.
Here’s a peek at our methodical six-step process:
- Define the Challenge
- Conduct Research
- Analyze & Evaluate
- Develop & Present Your Financial Plan
- Plan Implementation
- Progress Monitoring
Ready for Financial Success?
At Bollin Wealth Management, we’re here to help you engineer your future! The financial plans we create reassemble the data you provide us into a comprehensive blueprint. That blueprint provides you with the strategy and road map to pursue all your financial goals with confidence.
If you’re interested in partnering with an advisor you can trust to put you first, always, get in touch today! Schedule a meeting online, call (419) 878-3934, or email phil@bollinwealth.com.
About Phillip
Phillip Bollin is CERTIFIED FINANCIAL PLANNER™ professional at Bollin Wealth Management, a fee-only financial planning and investment advisory services firm that provides comprehensive wealth management solutions, delivered under the fiduciary standard of care. After working with a variety of firms in the financial services industry who didn’t put clients first, Phillip resolved to provide clients with a better financial planning experience. He founded Bollin Wealth Management in 2004 to provide best-in-class financial planning solutions with a fiduciary focus. He accomplished this by marrying the best practices of financial planning with the problem-solving methodology he learned in his career as an engineer. He’s passionate about guiding clients to be better stewards of their financial resources.
Phillip holds a bachelor’s degree in electrical engineering from the University of Detroit, an MBA from the University of Michigan with specializations in finance and corporate strategy, and the CERTIFIED FINANCIAL PLANNER™ designation. Outside of work, Phillip is a dedicated Rotarian, avid fan of the University of Michigan, and enjoys home improvement projects. To learn more about Phillip, connect with him on LinkedIn.