Phone: Office (312) 986-8770 or Cell (630) 849-5965
Justin founded Bolmgren RetirePLAN in 2013 after a decade of executive management and financial planning experience. Justin specializes in retirement planning for individuals that work for large corporations as well as financial planning for families early to middle in their working careers. He is a graduate of the University of Akron with a degree in Finance and makes it a priority to further his industry education. Those activities include achieving the renowned Certified Financial Planner (CFP®) certification. Justin has also been awarded on the worlds most respected insurance expertise designations; the Chartered Life Underwriter (CLU).
Phone: (312) 986-8770
Cell: (708) 560-5080
Rich is a seasoned and conservative Financial Adviser providing responsive personal attention and unbiased investment advice. Investments are tailored to your needs and risk tolerance. As a fee-only investment advisor, investments are selected free from any conflicts of interest; which are all too common in the financial industry. Accounts are managed conservatively in order to achieve longer-term competitive returns, consistent with client investment objectives, and are reviewed regularly.
Rich is a member of The South Suburban Estate Planning Council, with over 40 years of experience in trust banking, investments, and management. Other community involvement includes Palos Area Chamber of Commerce, Orland Park Area Chamber of Commerce, and Rotary Club of Orland Park.
Mike Tuohey, CPA
Phone: Office (312) 986-8770 or Cell (501) 545-3281
Mike is a seasoned financial professional providing unbiased financial planning advice to small business owners and other professionals. As a CPA, financial advice is given with the goal to not only maximize net worth but minimize taxes. Mike is a native of Arkansas and spent the majority of his career in Virginia, Illinois and South Carolina. He is a graduate of the College of William and Mary and is a Certified Public Accountant. Mike is a member of the Innsbrook Rotary Club and has served on the Board of Directors of numerous charitable organizations.