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No One Strategy Fits Everyone Understanding The Power of Tax-Deferred Growth The Cost of Procrastination

TAXES

Individual Income Tax
Mary Bolt has 25+ years helping people make their life less taxing! We help you pay the least amount of tax possible within the tax law. If you are having troubles with the IRS, we are here to help you with that also.

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WEALTH MANAGEMENT

Retirement, Education Planning and Investing
We educate our clients and take the mystery out of investing, insurance, and financial services! We can help you work toward the goals that are important to you.  IRAs, Roths, 529s, Annuities,  we can help you invest in what is the best for you and your family.

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SMALL BUSINESS SERVICES

Taxes, QuickBooks, Retirement
Starting a new business? Growing and expanding? We can help you  with set up as well as making your business more efficient. No business is to small. Let us help you with the paperwork side of your business so that you can do what you do best.

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ARE YOU RETIREMENT READY?

Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous. 

At Bolt Tax & Financial, LLC, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term. 

Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

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WHERE DO YOU WANT YOUR FINANCIAL ROADMAP TO TAKE YOU?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At Bolt Tax & Financial, LLC, we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

HELPING CLIENTS INVEST IN THEIR FINANCIAL DREAMS

With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Bolt Tax & Financial , LLC, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.

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Monthly Market Commentary

The Monthly Market Update will inform you of the current market conditions and give you an idea of what to expect in the future.

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