Making Right Decisions
Bolden & Associates LLC, focuses on preserving assets by protecting them from unnecessary market risk, utilizing advantageous tax code provisions while maximizing earnings potential with certain minimum guarantees.
We bring a "Team-Concept" to your planning needs. Our network of CPA's, attorneys, registered reps and insurance professionals can help preserve your hard-earned assets. We bring together a team of professionals needed for your situation to facilitate achieving your retirement and legacy goals.
Anthony Bolden
Bolden & Associates LLC
To Have Wealth, Don't Follow the Crowd
Specializing in Safety, Security and Liquidity in Retirement
Make the most of your assets with
retirement income planning.
Are your assets protected from market risk, lawsuits, judgements, leins and seizure?
Discover how to
keep the wolves at bay.
Are you reluctant to liquidate assets because of capital gains taxes?
Do you have excessive income that
is taxed every year?
Are you familiar with advanced planning strategies that may be used?
Explore ways to reduce the tax burden on assets.
Leverage assets to create more wealth without subjecting them to market risk?
Explore how the rich
get richer by using wealth creation strategies without market risk.
Are you tired of losing money in the market?
Are you told to "hang-on" while your account balance continues
to dwindle?
Do you want to take your money and run, but don't know where to go?
Are you afraid of losing even more of
your retirement nest egg without enough time to make up your losses before you need to start spending?
If you answer "YES"
to any of these questions, give us a call!
Failure to properly transfer funds could result in huge taxes due.
Many mistakes
that people make are irreversable.
Make sure you fully understand transfer rules before funds are moved.
Do you know if your estate is subject to estate taxes at death?
Explore methods of preserving your estate or family
business for future generations.
Premium Finance is the practice of borrowing money to buy life insurance.
Which is better: Paying premiums out of pocket
or paying just the interest on a loan?
If your net worth is over 5 million dollars, you may want to explore this option.
*Rising Food, Gas, and Energy Prices – What Could This Mean For You…
*Inflation – The Impact It May Have On Your Retirement, Financial
Future, And Legacy…
*The Housing Market – Why It Could Affect Your Assets.
*The Stock Market – Should You Be Concerned About Investing?
*The
Federal Reserve – How Could The Recent Rate Cuts Affect Your Assets?
*Retirement Income – Will You Have Enough? Can It Be Guaranteed?
*Investment
Professionals – What To Look For & What To Avoid.
