Broker Check

Why We're Different

You have worked hard throughout your life to provide for your family and secure a financial nest egg. As you approach retirement age, it’s important to have a solid strategy in place. A plan that will honor your decades of hard work and professional commitment. Bolt Financial Group is a fee-only firm that provides a holistic approach to wealth management, and specializes in helping individuals prepare for their ideal retirement.

In the world of retirement planning firms, you have endless options to choose from. Bolt Financial Group seeks to be your best option, by providing unparalleled support and financial coaching services you can trust. We are dedicated to getting to know you, and helping you reach your retirement goals. When you make the decision to partner with our firm, you will gain incredible insight into your current financial picture, and complete confidence in your future wealth outlook.

Above and beyond the advice and guidance we provide as advisors, we have built up a professional network of strategic partners to better serve our clients in all areas of retirement. From insurance products, to tax planning services, to estate plans - our renowned strategic partners are positioned to help our clients secure their future wealth, and reach their goals throughout retirement.

Ultimately, what makes us different is what makes us human - a passion for helping others, and a desire to put the needs of our clients before our own.


Thank you!