Welcome to the web pages for Bolder Investment Group, LLC, a full-service company specializing in retirement planning and estate conservation.
As personal financial professionals,it's our job to:
Help you understand yourcurrent investment, 401K,or pension plan optoins
Help you manage your retirement portfolio
Help you take control of your retirement savings if you change jobs
Help you set a targetdate for retirement
Help you clarify and define your financial goals
Monitor your financial progress
Analyze your life insurance needs and recommend appropriate coverage
On this website,you'll find a variety of articles, calculators, and research reports that we hope you will find helpful or stimulate your interest.
If you have any questions, please call us at 478-992-9661 or e-mail us at clientsupport@bolderinvestment.com. We will be happy to help andlook forward to talking with you.
This calculator is designed to help you clarify your comfort level with investment risk.
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Don't Let a Disability Cripple Your Family's Finances
One way to help protect against the financial ruin that a disability can bring is through disability income insurance.
An Extra Layer of Protection
Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.
What Does a Fed Chairman Do?
The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.
New Year: Check and (Re)balance
Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.
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We here at Certified Planners Group, LLC specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and incom