Bolt Financial Group

Fee only. No commissions. No products. We are focused on financial planning - not earning a commission or selling unnecessary financial products. Our core principles are transparency, integrity, and humility. We work with strategic partners to develop and implement a financial plan which includes: investment management, tax preparation, insurance needs analysis, and estate planning. Our ultimate goal is to provide peace of mind to the individuals and families we partner with. We are structured to work virtually with individuals, so you're not limited by location. We take an evidence based approach to investing by utilizing low-cost broad-based index funds aligned with your risk tolerance. We are sworn fiduciaries who uphold an oath to put your interests and needs first at all times.