We are Bollman Retirement Planning. We specialize in Index Based Plans which lock-in and preserve your original contribution and all future gains (unlike traditional retirement vehicles). These are the plans people wish they had been doing instead of IRA's, mutual funds and 401k's since the market downturns. We provide these Index Based retirement programs on an Individual basis with a personal plan that not only safeguards you from market downturns but also reduces your tax liabilities. This program is for employee's as well as the self-employed (ideal for physicians) but also perfect for small business owners as they are "individual", non-IRS Qualified plans requiring no group participation, allow you to contribute as much or as little as you want (uncorrelated to income), require no additional admin or record keeping and do not even generate a 1099! They also include the Accelerated Benefits Provision that can provide for Long Term Care needs should they arise. This is all of our family (and business) investment and retirement needs all taken care of in one, neat, permanent package. After you establish this program just go about your life and focus on your family, your career and your hobbies without the constant concern of how to protect what you have and without the expense and hassle of moving funds and reinvesting as economic climates change over time. If this plan is established on children or young adults, the power of compound interest and locked-in gains over years is only multiplied and they will already be set up with a permanent, premium retirement program, making them financially independent sooner without the risks of who to trust and where to turn for their financial needs in the future.

Our Values and Commitment