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Bouldin

Financial Services

Making the right decisions requires the guidance of a dedicated advisor who knows you, your finances and your goals. My goal, provide my clients with a retirement plan based on your unique, individual situation as it stands today and adjust your plan as your life changes.

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Our Services

Our Servuces

Retirement Planning

Strategies

Today, we’re not only living longer, but also healthier. The reinvention of retirement means I work closely with my clients to build flexible financial strategies that can adapt and pursue their needs as they change from their 20s to 90s.

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Investments Services

Regardless of whether you’re an aggressive or conservative investor my goal is to find the best asset allocation model that matches your risk tolerance and allows me to minimize the risk of loss.

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Small Business

Running your own business requires a considerable amount of time and consequently can result in the neglect of a wide range of financial matters related to your business.

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Insurance

Simply put, insurance is a way for you to manage risk. When you buy insurance, you transfer the cost of a potential loss to the insurance company in exchange for a fee, known as the premium.

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Wealth Preservation Strategies

Preserving and transferring wealth are the primary components of a successful wealth management plan.

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About Bouldin

Financial Services

As a LPL Wealth Advisor based in Texas oil country I work with and understand the unique financial planning needs of oil and gas industry business owners, senior executives and management.

Although technology seems to be the norm, I pride myself on face-to-face interactions between myself and my clients.

Personal relationships matter to me.

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