Broker Check

12345 University Avenue
Suite 200
Clive, IA 50325

LinkedIn 

Brian Bolton

515-205-1473

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

My passion in life has always been to help people realize their individual and professional dreams. Accomplishing goals through a safe, secure, efficient process preparing for events that can derail short- and long-term success. Each...

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Ann Merkley has 30 years past experience with the Principal Financial Group. Ann works with clients of Bolton Financial Group in a collaboration to identify available products and strategies to meet your individual financial objectives.

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I’m a strong believer in the value of financial education and in an effort to expand my knowledge and demonstrate my commitment to the field; over the last 10 years I have earned my Certified Financial Planner (CFP®),...

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