Home | Jacques Bolivar CFP®

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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When Markets React

When markets shift, experienced investors stick to their strategy.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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We Work For You

Our first priority is to take care of you and your family at every stage of life. Jacques Bolivar CFP® wants to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

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What Does Your Retirement Look Like?

Jacques Bolivar CFP® understands that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meet your financial goals and objectives.

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