Individual and Family Clients

Family First.

It’s a motto of Bolotin Financial Group to involve a family into its business that is carried over into all the firm’s activities. Inspired by Alan’s father who raised him to bring the rainbow to everything he did, The Bolotin Financial Group treats client’s family as if it is their own.

Individual and Family Services

Your Family Office

With a complete portfolio of planning services and access to a network of comprehensive resources, Bolotin Financial Group can serve as a personal family office. Aspring to be your “Personal CFO”, the firm takes the time to understand where you have been, where you are today, and where you want to go so that it can help to tailor a plan in response to specific needs of its clients.

Bolotin Financial can assist in the coordination of all aspects of personal, family financial, insurance, and wealth management needs. The firm’s founder, Alan Bolotin who holds the Accredited Investment Fiduciary® (AIF®) designation puts the client’s goals and well-being above all else.

Services for Individuals and Families Include:

Comprehensive Wealth Management (Click to learn more)

Investment planning
Protection planning
Property and casualty
Estate planning
Retirement planning

Financial Planning (click to learn more)

Our process
Timeline
Document checklist

If you would like to learn more about individual and family services offered by The Bolotin Financial Group, please call 781-876-4101 or email us today at abolotin@bolotinfinancialgroup.com.