Broker Check

1701 Bass Road, Suite 200, Macon, GA 31210

(478) 471-2140
Client Login
Bolder Investment Group, LLc<br/>Think B.I.G, Think Bolder!

Bolder Investment Group, LLc
Think B.I.G, Think Bolder!

Welcome to Bolder Investment Group, LLC, a full-service company specializing in retirement planning and estate conservation.

... no copy here ...

... no copy here ...

... no copy here ...


 

As personal financial professionals, it's our job to:

As personal financial professionals, it's our job to:

  • Help you... 
    • Understand your current investment, 401K, or pension plan options
    • Manage your retirement portfolio
    • Take control of your retirement savings if you change jobs
    • Set a target date for retirement
    • Clarify and define your financial goals
  • Monitor your financial progress
  • Analyze your life insurance needs and recommend appropriate coverage

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Contact Us

Our Clients

We maintain strategic proficiency across a broad range of investor profiles.

Entrepreneurs &#38; Executives

Entrepreneurs & Executives

Portfolio and risk management

Learn more
Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

Learn more
Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

Learn more
High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

Learn more

Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Make an Appointment

Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team consists of seasoned professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and knowledge.

Retirement

Your most important financial milestone

Learn more

Wealth Management

Portfolio construction and risk management

Learn more

Peak-Career

Wealth-building strategies for professionals

Learn more

Estate Strategy

Strategies for every phase of life

Learn more

Our Three Step Process

STEP

1

Assess

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

STEP

2

Strategize

Our team will present unique financial strategies designed to match your investor profile.

STEP

3

Implement

Life changes? Market volatility? We’ll keep your financial objectives on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Start Your Financial Journey with Our Advisors

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

Thank you!
Oops!