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The Heart of a Teacher

We are committed to building long-term relationships with our clients and seek to work with them as they prepare for their family’s financial milestones. When we work with clients, it’s not merely transactional; it’s personal. When clients work with Ken Boldt Financial Group, Inc., they benefit from:

A Financial Coach

We act as your personal quarterback and help coordinate all aspects of your financial picture. We can work with any of your other service professionals, such as CPAs and attorneys, to tie together any loose ends.

Reliability and Independence

A common thread we often hear when working with clients is that we are easily accessible, able to navigate their questions, and we follow through on what we say we are going to do. These may seem like simple principles, but they are of utmost importance when building trust with our clients.

Heart of a Teacher

We are independent advisors, which means that we aren’t tied to any proprietary products or services. We proactively guide you in the financial decision-making process, answering your questions and providing the resources you and your family require to make educated decisions that will serve your best interests, not ours.

We act as coaches and advocates for your financial future and walk with you every step of the way. By being process-driven rather than product-driven, we are able to focus all of our energy on your needs. Contact us today to learn more.

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