About Us
Bolt Financial Group is a fee-only wealth coaching and investment advisory firm located in Worthington, Ohio. We guide serious, long-term investors on a path that leads toward the achievement of their retirement goals.
Rather than focus solely on money, we focus on the dreams of our clients. Emphasizing the experience of investing and planning, our clients are active participants in their financial plan, and are able to understand and enjoy the process. As your financial planning advocate, we are here for you through the good times, as well as the bad. Where you stand today, matters. Where you want to go, matters even more.
Who We Serve: At Bolt Financial Group, our clients are our family. Whether you are located in the Columbus, OH area, or across the country, we have the technology and resources to serve you.
- Retirement living conjures up various images. Some see retirement living as traveling. Others envision more family time. Still others simply look forward to more free time. No matter what your view, there are a number of questions and concerns that should be addressed to help you better prepare for retirement living. Because in order to pursue your goals and dreams for retirement, it is necessary to determine a strategy for your future. Otherwise, your choices may be limited and your options few.
Above all, will show you how to assess your financial situation and develop a personalized plan to achieve your retirement goals. We believe that the path to your ideal retirement is within your reach.
- We work with business owners and business professionals who’ve achieved significant financial success while staying focused on strategic saving. You’ve spent years building up your business or focusing on your career, now’s the time to ensure your finances work as hard as you do today and toward retirement.
- Our perfect idea of a high-net-worth individual is the humble family man or woman who understands the value of hard work. You’ve built a safety net for your family’s future to ensure they can maintain a comfortable lifestyle into retirement.