Your goals supercharged by expert advice

Collaborate with a CERTIFIED FINANCIAL PLANNER™ professional from Boldin Advisors to identify and achieve your goals.

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Modern planning that keeps up with the times

The world changes fast and so does your life. You deserve more than a 30-page paper financial plan that’s outdated a week after you get it. With Boldin Advisors, you get:

A financial roadmap

Designed by a CERTIFIED FINANCIAL PLANNER™ professional

An online plan

Update and run your own scenarios

Net worth tracking

Check your evolving net worth

On call expertise

Your advisor is there when you need them

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Boldin Advisors makes sure that you feel confident about your future financial security.

Trustworthy

Boldin Advisors are fiduciaries. They are required to make recommendations that are in your best interests. Having trouble believing? You can use the Planner to see for yourself what the recommendations really mean in the context of your holistic plans.

Understandable

They are here to answer your questions and they give you access to planning tools and education to help support your understanding of recommendations and potential financial outcomes.

Personalized

Most advisors offer expertise to help you grow your savings. Boldin Advisors do that, but they are also experts in how to turn your savings into retirement income, get the best insurance options, understand risks to your financial security and so much more.

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The highest quality advice at a low cost

Whether you are aware or not, investment advisors typically charge a fee of 1% of the value of your assets. We hate to break it to you, but if you have $500,000, then you are probably paying $5,000 a year to the investment advisor – just to manage your investments – nevermind thinking about taxes, insurance, and other important aspects of your money.

It’s a Flat Fee

Rather than making money on your money Boldin Advisors charge a flat-fee based on your needs, not a percentage of your assets.

Boldin Advisors are a fraction of the cost of traditional advisors.

How this works

1

Discovery Sessions

Start with a group Q&A to learn about offerings and ask questions. Then, meet 1:1 with your advisor about your goals and to agree on collaboration.

Book a free discovery session

2

Recommendations

Your advisor will identify opportunities and a clear plan of action. You'll meet to discuss recommendations and get written follow up.

3

On-going Support

Collaborate as you adjust for life’s changes. Your advisor is available (as agreed to by your level of service) to meet or answer questions as they come up.

Choose a Level of Service to Meet Your Needs

From one-time engagements to on-demand access to a CFP® professional, we are here to help

Retirement Plan Checkup

$2,100

This is the most popular option. You get an extensive review of your situation (everything included in the Advisory Session) plus: Investment guidance (including asset allocation suggestions), withdrawal strategies, and recommendations on healthcare, insurance, taxes, charitable giving, and estate planning. You’ll get extensive research and prep, a 90 minute session with your CFP® professional, a written plan of action, and an investment report.

Best for people who want a thorough review of their plans as well as investment, withdrawal, tax, insurance, and estate recommendations.

Investment Review

$1,200

Get everything that is included in the Advisory Session (a thorough review of your plan) plus investment guidance. Your advisor will prepare an investment report that dives into your current allocations and will suggest improvements.

Great for anyone who wants reassurance on their plans AND help with their investment choices.

Ongoing Advisory

Retainer, based on level of service

When you sign up for an ongoing advisory, you get the service you need plus on demand access to your CFP® professional via email, phone or zoom. You can ask any question at anytime.

The Ongoing Advisory is best for people who want on demand access to financial advice.

On Demand Advice

Charged at $475 an hour

Sometimes people who have completed an Advisory Session or the Retirement Plan Checkup have a one-off question. Examples of questions we answer include: Should I start a 529 for grandkids? Can I afford a second home? Do I have the right insurance? Etc… If you want to talk through a problem or a new strategy with your CFP® professional, Boldin Advisors offers on demand advice.

Best for existing clients who have a specific financial question.

Meet Boldin Advisors

Bruce Lorenz

CFP®, MBA, FHFMA

Role
Bruce Lorenz became a CFP® professional to help people achieve their financial goals, plain and simple. Regardless of where you’re at in life, Bruce’s expertise in a variety of topics from asset allocation to taxes and everything in between means you’ll get reliable advice informed by years of experience.
Bonus: Bruce’s experience in the healthcare industry and financial planning knowledge means he can help you navigate your Medicare choices and understand the options available.

Background
He spent his early career managing finances for healthcare organizations and transitioned to direct financial planning services so he could work one-on-one with individuals and families, helping them plan for the future and live their best lives.
Bruce earned a Bachelor of Arts in Journalism and Bachelor of Science in Business Administration from Union College in Lincoln, NE, before completing a Master of Business Administration from Kansas University. He’s also certified as a Fellow with the Healthcare Financial Management Association.

In his free time
He demonstrates his passion to help others by providing pro bono financial planning through a number of organizations assisting the underserved across the country. When he’s not providing financial guidance, you can often find Bruce enjoying a run or playing pickup basketball games at the gym. He’s also an avid music lover and plays the piano.

Disclaimer: Advisory services are offered through NewRetirement Advisors LLC d/b/a Boldin Advisors. NewRetirement Advisors LLC d/b/a Boldin Advisors is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewRetirement Advisors LLC d/b/a Boldin Advisors and its representatives are properly licensed or exempt from licensure.