FEE-ONLY

No Commissions. No Sales. We are focused on providing financial planning services – not earning a commission or selling unnecessary products.

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EVIDENCE BASED

Creating long-term value creation in a fiduciary environment through Nobel Laureate academic theory.

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SWORN FIDUCIARIES

Each of our planners uphold oaths to put your interests and needs first at all times.

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CFP^® STANDARD

We have the proper training, experience and certifications that prove we are competent in our field.

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VIRTUAL SERVICES

We offer virtual financial planning services, so you’re not limited by location.

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Why Bolt Financial Group

We act solely in your best interest, proudly standing by the fiduciary standard.

Philosophy

Process

Team

Fees

Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Financial
Looking beyond investments, guiding you through the many complicated financial challenges you’ll face throughout your life.

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Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Taxes
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.

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Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. Through preserving your assets and minimizing taxes, we'll help secure your legacy for generations to come.

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Risk
We will identify and evaluate your tolerance for risk and apply academics to minimize, monitor and control the probability or impact of life’s unexpected events.

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Meet Our Team

Put century of combined experience to work for you.

We believe there's a smarter way to invest.

So we do things differently.

At Bolt Financial Group, our clients are our family. We provide clients with a better wealth experience, and that starts with our fiduciary relationship. Acting in the best interest of our clients is our foremost responsibility and privilege.

Financial planning and retirement planning can be complex with multiple moving parts and ever-changing regulations. The small financial decisions you make now can have a big impact down the road. Being a part of our Bolt family means we help navigate through all stages of your life, creating peace of mind and a strategy you can be confident in.

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