welcome to the newsroom
NEW TECHNOLOGIES ADDED!
Technologies are always changing and evolving. Our webPLAN services now has the ability to have a live chat with an advisor as well as book appointments directly from web. Bolmgren RetirePLAN is committed to delivering the best financial planning advice in the manner that is most convenient for you. We feel this will compliment our webPLAN service well.
new secure login area
We are pleased to announce a new secure client login area. This new area has all the same performance and asset allocation features previously, however, now has custodial account statements and tax forms. All in one login! In the Client Area sub menu and choose Secure Login. This will take you to your secure client portal area.
As you may recall, our newest partner, Mike Tuohey, is a Certified Public Accountant (CPA). We are offering discounted pricing on tax planning for Bolmgren RetirePLAN clients. Please talk to your financial adviser to take advantage of this deal!
Our home office moves down the street to 10 S. Riverside Plaza, Suite 875. As our team grows and the need to service clients digitally increases, twentieth century office space no longer fits out needs. We are happy to keep our home in Chicago!
New State Added
In August of 2015, Bolmgren RetirePLAN expands to offer services to clients in Arkansas. We are pleased with the continued expansion and look forward to working with client in that area.
Earlier this year, Bolmgren RetirePLAN began offering an online service to reach the Millennial and Generation X populations. This service has grown in popularity and is now called webPLAN. A unique web domain www.getwebplan.com, now takes you directly to our unique web based financial planning solutions.
new member to team
J. Michael Tuohey has joined Bolmgren RetirePLAN as a Partner and Financial Advisor. As a former Executive and Chief Financial Officer of multiple Financial Services firms, Mr. Tuohey brings nearly 30 years of financial industry experience to Bolmgren RetirePLAN. A CPA, Mr. Tuohey will advise clients on not only investments and retirement planning, but on a unique perspective of tax minimizing strategies.
justin bolmgren joins napfa
Justin Bolmgren, President and Founder of Bolmgren RetirePLAN, has joined The National Association of Personal Financial Advisors (NAPFA). NAPFA is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.
'work with us online' section added
Bolmgren RetirePLAN has adapted to meet the growing financial planning needs of GenX'ers and Millennials by offering services ONLINE. There are no long-term commitments, you can conveniently pay for our services via credit card, and get the advice you want via the phone or video conference. As one the few, if not only, Chicago-based firms offering this service for the tech-savvy, please share this information with others.
Our official website BolmgrenRetirePLAN.com gets updated. The sleek modern look is easier to navigate and more functional. It is our goal to add features in the future. We hope you enjoy the new look!
Bolmgren retireplan expands
Seasoned Financial Advisor, Rich Topps, Sr. joins Bolmgren RetirePLAN as a Partner in firm. Mr. Topps brings over 40 years of Banking, Trust advisory, and Investment Management experience to Bolmgren RetirePLAN. Mr. Topps will continue to advise clients along with his role as Partner in firm.
Bolmgren RetirePLAN launches a it's official website, BolmgrenRetirePLAN.com.
Bolmgren RetirePLAN, Inc. is approved by the State of Illinois as a Registered Investment Adviser. State of Wisconsin thereafter approves. Bolmgren RetirePLAN begins to take on Investment Advisory clients in these two states. Bolmgren RetirePLAN begins custodial relationship with TD Ameritrade Institutional. TD Ameritrade provides brokerage and custodial services to more than 4,000 independent Registered Investment Advisors.
Bolmgren RetirePLAN, Inc. is incorporated in the State of Illinois. After 10 years of Financial Planning and Executive Management experience, Justin Bolmgren, President, begins to build a fee only Investment Advisory firm.