Justin Bolmgren, CFP® Bolmgren Retireplan, Inc.

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About Justin Bolmgren, CFP®

Justin founded Bolmgren RetirePLAN in 2013 after a decade of financial planning and executive management experience. 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 received one the world’s most respected insurance expertise designations; the Chartered Life Underwriter (CLU).

His company specializes in retirement planning for individuals that work for large & small corporations, business owners and financial planning for families early to middle in their working careers. Initially started to help people plan for retirement, his company has now evolved to help people PLAN in so many other ways. Whether that is creating a budget, getting started in investing, setting goals for savings or understanding your 401(k), Bolmgren RetirePLAN is ready to help with all things personal finance.

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Ideal Clients

  • Baby Boomers
  • Income Planning
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $150+/hr
  • Assets Under Management: 0.50%

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