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. 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.
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.
Services
Today's economic and financial environment is more complicated and confusing than ever. But with so many choices available, how can you be sure you are getting the best advice? At Bollin Wealth Management we believe that financial advice is best given in an environment that is truly independent and free from conflicts of interest.
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.
Bollin Wealth Management offers customized Investment Management Services to individuals and institutions. Investment portfolios are constructed to match the client's specific time horizon and risk tolerance as determined by both the client and Bollin Wealth Management.
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.A local accounting firm wanted to establish a retirement plan.
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.A local accounting firm wanted to establish a retirement plan.
Bollin Wealth Management does not charge any fees to prospective clients until they actually decide to become clients. We do not charge for our services until we are absolutely sure that we can help a client obtain their goals and objectives.
Bollin Wealth Management provides our investment advisory services on a fee-only basis, which means our fees are fully disclosed to clients and we do not receive commissions for our investment recommendations.
Bollin Wealth Management provides our investment advisory services on a fee-only basis, which means our fees are fully disclosed to clients and we do not receive commissions for our investment recommendations.
In October we examined how the outcome of November's Presidential Election might impact future stock market returns in the United States. If you will recall from the article, stocks have performed slightly better under Democrat Presidents than under Republican Presidents historically. The same data revealed that investors' returns were even better when they were invested during all Presidential administrations, regardless of political party.
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