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Last updated: 5 months ago
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Financial Planning
About Bollin Wealth Management, LLC
Bollin Wealth Management is a fee-only, fiduciary financial planning firm dedicated to helping individuals, families, and businesses achieve their financial and retirement dreams through a disciplined Go to full description...
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Email address:
phil@bollinwealth.com
Bollin Wealth Management is a fee-only, fiduciary financial planning firm dedicated to helping individuals, families, and businesses achieve their financial and retirement dreams through a disciplined, engineering-based planning process. Rather than selling products, they deliver unbiased advice, focusing on comprehensive wealth management including investment strategy, risk management, cost minimization, and long-term goal achievement. Their services include standard and retainer financial planning, and total wealth management, all guided by Certified Financial Plannerâ„¢ standards. As an independent firm, Bollin Wealth is committed to transparency and putting clients' best interests first.
Services:
Standard Financial Planning, Tax Planning Considerations, Investment Strategy & Portfolio Guidance, Risk Management & Insurance Planning