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Independent Active Portfolio Management Financial Planning Retirement Plan Services
Welcome to BOLD Financial Group, where you’ll learn more about our company and our services. In addition, you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

Our goal is to help you understand and appreciate the potential rewards that are available using our ACTIVE MANAGEMENT approach to your investments. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. We hope you see the value of working with our skilled CERTIFIED FINANCIAL PLANNING PROFESSIONALS®  to help you pursue your unique financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.