✨ Get to know Boldin’s AI Planner Assistant
The Boldin Financial Planner Take control of your plans. Retire earlier, with more security and find financial confidence.
Get expert support Make sure your plan is set up correctly with a coach. Or, talk to a CERTIFIED FINANCIAL PLANNER® from Boldin Advisors for even more guidance and support.
Resources Fuel your financial planning know-how
Blog Your guide to financial planning and retirement
Meet our team, ask your questions, and explore how our advisory services work.
If you decide to move forward, we’ll match you with a CFP® professional who fits your goals.
Detailed & Personable
Calming & Detailed
Analytical & Pragmatic
Friendly & Thorough
Warm & Thorough
Strategic & Dynamic
Pragmatic & Thorough
Attentive & Insightful
Straightforward & Analytical
Thoughtful & Conversational
Candid & Pragmatic
You’ve worked hard your whole life and deserve quality advice about your money. That’s why financial planning should only be offered by a licensed, trained CFP® professional. They don’t earn commissions on products they advise you on. They are purely fiduciary.
Many advisors charge a 1% fee just to manage your investments. (That’s $5,000 a year on $500,000.)
Boldin Advisors is different. We charge a flat fee of $2,800 for a retirement plan check up and make recommendations about your whole financial life — retirement, taxes, estate, insurance, and investments — delivering guidance that’s both more affordable and more valuable.
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.
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.
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.
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.
Disclaimer Advisory services are offered through Boldin Advisors, LLC (“Boldin Advisors”). Boldin Advisors is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Boldin Advisors and its representatives are properly licensed or exempt from licensure.
