Founded in 1986, Percy E. Bolton Associates, Inc. adheres to a mission of providing high quality, independent financial planning services. As one of the few independent, fee-based firms specializing in longevity solutions, we are committed to providing objective and unbiased aging-focused financial planning advice.
Our firm specializes in working with clients during challenging periods that involve retirement, health decline, grief and other life altering events. We deal with issues such as protecting clients from the risks inherent in retirement, preparing them for aging and dementia, assisting them in connecting with the next generation and helping them avoid financial exploitation and abuse.
Our firm specializes in working with clients during challenging periods that involve retirement, health decline, grief and other life altering events. We deal with issues such as protecting clients from the risks inherent in retirement, preparing them for aging and dementia, assisting them in connecting with the next generation and helping them avoid financial exploitation and abuse.
Services
At Percy E. Bolton Associates, Inc., our objective is to understand and address the evolving interests of retirees, leading to progressive, smooth-running and cost-efficient longevity and aging-focused financial planning processes. By integrating financial resources with your vision of personal fulfillment, security and integrity, we strive to help you achieve financial wellness in your lifetime.
When it comes to our services, our goal is to simplify your life by helping you tap into your true potential. Our suggestions are based on your needs and are creatively crafted to help you approach your financial picture and ultimately retire safely and successfully. Through a life-long relationship, we encourage questions and curiosity in order for you to remain informed and make decisions that benefit your future.
Financial services are more than the industry we work in; they're our true calling. Serving others by delivering objective advice is our passion and we strive to enhance your experience by getting to know you on both a personal and professional level. Our primary goal is to develop an understanding of who you are, the dynamics of your family, as well as your concerns and aspirations for the future.
More baby boomers are caring for their aging parents to reduce costs and be closer to family. Becoming a caregiver also comes with great financial burden. Consider these 6 financial strategies to make care easier on you and your family. If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations.
As a Certified Financial Planner practitioner, Percy has been named to the Worth Magazine List of the Top 250 Best Financial Advisors several times. Mr. Bolton earned both his bachelor's and master's degree from UCLA in Economic History. On numerous occasions, Percy was selected for inclusion in the Consumer's Research Council of America "Guide to America's Top Financial Planners".
Reviews (1)
Amy S.
Mar 08, 2010
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It was an absolute pleasure working with Percy. He took the time to thoroughly review our financial situation and gave us clear, easily to understand, and actionable steps to take to secure our financial future.
Percy offers a wide variety of services and competitive prices. We definitely plan on using some of his other services in the very near future due to our very positive experience.
Percy offers a wide variety of services and competitive prices. We definitely plan on using some of his other services in the very near future due to our very positive experience.
