Bolt Financial Group, a new financial planning firm co-founded by Shaun Carney and Nora Lamendola, is set to open this week in Worthington, Ohio. Their strategy is based on sixty years of Nobel Prize winning research, together forming a powerful, disciplined and diversified approach to investing. The foundation is designed and engineered to capture market rates of return over specific time horizons, helping each individual investor achieve true investment “peace of mind.”
When asked what makes Bolt Financial Group different, Shaun Carney, Wealth Advisor responded, “We seek to treat people as we want to be treated. We recommend no-load, low fee, passive quality investments aligned with people’s comfort with market fluctuations to ultimately meet their long-term goals. Our process revolves around the person and their dreams. We prioritize their goals before our own. We sacrifice short term profits for long term quality relationships built on trust and integrity.”
Shaun Carney, a United States Air Force Academy graduate, brings with him seven years’ experience working in the financial services industry. Prior to forming his own firm, Shaun served in the Air Force and worked for Edward Jones. After earning his Master of Science in Cost Analysis, Shaun went on to obtain his Series 7 and 66 securities licenses. As a member of the Air Force Reserve, Shaun continues to fly C-17s in service to the United States of America.
Joining his team is Nora Lamendola who brings over 10 years’ experience in marketing and account management, most recently in the healthcare industry, and extending into sports, telecommunications and agency. Nora will be driving the client onboarding and operational strategy. Together, they believe in a partnership centered around getting to know their clients, gaining insight into their current financial picture, and complete confidence in their future wealth outlook.
Bolt Financial Group is based on a fee-only, fiduciary approach, with no minimum account balance required. They are a member of the XY Planning Network, which is a leading organization of fee-only financial advisors that specialized in helping members if Gen X and Gen Y.
To learn more about Bolt Financial Group, please visit www.boltfinancialgroup.com.
About Bolt Financial Group
Bolt Financial Group is a fee-only, Worthington, OH based firm providing unparalleled support and financial coaching services their partners can trust. Their philosophy is based on sixty years of Nobel Prize winning research, guiding professionals and retirees toward achieving financial independence, focusing on a long-term investment strategy. Ultimately, what makes Bolt Financial Group different is what makes them human - a passion for helping others, and a desire to put the needs of their clients before their own.
About XY Planning Network
XY Planning Network (www.xyplanningnetwork.com) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.