Blog
Who We Serve and How We Can Help
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
Category: Blog
Blog
See a Sample Financial Plan from Bollin Wealth Management
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ We live in a data-driven world. No doubt about it. Anything and everything you could want to know is
Blog
VIDEO: Happy Thanksgiving! Here’s What We Are Grateful For
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ At certain times of the year, or when certain events occur, we are reminded of how blessed and fortunate
Blog
The 3 Biggest Financial Planning Challenges for Engineers
By Phil Bollin, CERTIFIED FINANCIAL PLANNER™ Engineers and technical professionals are known for their precision—but when it comes to their finances, the numbers aren’t always
Blog
What Is a Fee-Only Financial Advisor & Why Does it Matter?
If you’re searching for a financial planning professional, the first thing you’ll want to ask is how this advisor will be paid. If you hear they’re fee-only, you’re on the right track. Fee-only financial advisors are paid directly by their clients.
Blog
Why I Became a Financial Planner
Next year will mark the 30-year anniversary of one of the most popular movies from the ’90s, Forrest Gump. Of all the memorable moments in that movie, one phrase seems to be quoted most often: