What Dr. Barry Bolker Can Do For You


Financial Planning Dr. Bolker helps you achieve your life-goals by giving you financial knowledge and direction. He helps you prioritize your decisions in order to align your actions with your objectives. He educates and empowers you to have the knowledge and confidence to make appropriate financial choices. Because he is a fiduciary and does not sell any products, he is able to provide an objective analysis of your situation. He offers expert financial guidance to people from all walks of life. In addition to a coordinated plan that considers all the important areas of your financial life, Dr. Bolker also provides help in specific areas where clients need objective and caring assistance. Particularly popular and beneficial among these special areas are: • Cash Flow and Debt Management • Retirement Planning • Divorce Financial Planning Investing Dr. Bolker’s services empower you to capably self-manage your assets. He can serve as an objective analyst of your current investments and provide an unbiased second opinion. He can also guide you towards investments appropriate for your time-frame, risk tolerance, and social concerns. His advice is particularly helpful to do-it-yourself investors and individuals with self-directed retirement plans (IRA, Roth IRA, 401k, 403b, etc.). He also works with clients whose portfolios are managed by bank trust departments and brokerage firms. He does not require any minimum account size - he will work with you whether you are just starting out or whether you are well along toward achieving financial security. If you are a do-it-yourself investor looking for a review of your situation, Dr. Bolker will work with you on an hourly basis. You pay only for the amount of help you need. And if you want a coordinated financial plan or if you need help with specific areas of your finances – cash flow, retirement, inheritance, lifestyle changes, etc. – he will undertake your project on an hourly basis or for a fixed cost, based on the estimated time involved.
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Financial Planning

Dr. Bolker helps you achieve your life-goals by giving you financial knowledge and direction.

He helps you prioritize your decisions in order to align your actions with your objectives. He educates and empowers you to have the knowledge and confidence to make appropriate financial choices. Because he is a fiduciary and does not sell any products, he is able to provide an objective analysis of your situation. He offers expert financial guidance to people from all walks of life.

In addition to a coordinated plan that considers all the important areas of your financial life, Dr. Bolker also provides help in specific areas where clients need objective and caring assistance. Particularly popular and beneficial among these special areas are:

• Cash Flow and Debt Management
• Retirement Planning
• Divorce Financial Planning

Investing

Dr. Bolker’s services empower you to capably self-manage your assets.

He can serve as an objective analyst of your current investments and provide an unbiased second opinion. He can also guide you towards investments appropriate for your time-frame, risk tolerance, and social concerns. His advice is particularly helpful to do-it-yourself investors and individuals with self-directed retirement plans (IRA, Roth IRA, 401k, 403b, etc.). He also works with clients whose portfolios are managed by bank trust departments and brokerage firms. He does not require any minimum account size - he will work with you whether you are just starting out or whether you are well along toward achieving financial security.

If you are a do-it-yourself investor looking for a review of your situation, Dr. Bolker will work with you on an hourly basis. You pay only for the amount of help you need. And if you want a coordinated financial plan or if you need help with specific areas of your finances – cash flow, retirement, inheritance, lifestyle changes, etc. – he will undertake your project on an hourly basis or for a fixed cost, based on the estimated time involved.

Home • Services • About Us • Contact