Douglas Bolter is the President and owner of Integrity Financial Advisors, LLC of Wisconsin. He is an Advisor with Harbour Investments, Inc. that offers securities and advisory services and is a member of FINRA and SIPC. Harbour was named 2007 and 2008 Division 1 Broker Dealer of the Year by Investment Advisor Magazine. The award is one of the most prestigious distinctions bestowed upon independent broker dealer firms. In 2009 Doug was voted as one of the top Personal Wealth Managers in the Milwaukee Area that scored highest in the category “Best in Client Satisfaction” in a survey spearheaded by Milwaukee Magazine. As one of the first Certified Retirement Financial Advisors in Southeastern Wisconsin, Doug's depth of experience, knowledge, certification and licensing is a valuable resource for clients that require custom income planning due to job changes, termination, disability, structured settlements or retirement.
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| Life Insurance Check-Up Time by Douglas Bolter - Oct, 2010 Is your Life Insurance up-to-date? Life insurance is like the Swiss Army knife of estate planning: there are so many ways you can use it as you plan to pursue your goals. Whether you simply need to insure yourself or need to protect your estate through sophisticated planning, September is... | |||
| Why People Want Independent Financial Advisors by Douglas Bolter - Jun, 2010 Times have changed – and so have financial advisors. Today, people don’t want financial advice from a salesman. Instead, they want a relationship with a financial professional who is candid, trustworthy and thoroughly educated, who provides personalized financial consulting for each client... | |||
| Why You Should Keep Contributing to Your 401(k) by Douglas Bolter - Dec, 2008 A down market is no time to pull your money out or cut contributions. With the way the market is behaving, you may be tempted to pull money out of your 401(k) right now or greatly reduce your contributions. If you’re considering such a move, please reconsider it. Don’t stop saving fo... | |||
| A Retirement Planning Timeline by Douglas Bolter - Aug, 2008 30 … 40 … 50 … as time goes by, make sure you accelerate your planning. When should you start saving for retirement? When do you really need to get serious about planning your retirement transition? Well, it depends on many factors. But along the timeline of life, there are certain thi... | |||
| Five Saving Secrets - Put Away Now to Enjoy When You Retire by Douglas Bolter - Aug, 2008 Are you saving for the future? People often come to me asking for financial advice. Some want to know how to invest or diversify the money they’ve saved, but others admit to me they’re just not sure HOW to save. If you’ve been meaning to save more for the future, but aren’t sure how... | |||
| When You Change Jobs... by Douglas Bolter - Aug, 2008 When you change jobs, you may have an important decision to make...what to do with your money in an employer-sponsored retirement plan, such as a 401(k) plan. Since these funds were originally intended to help provide financial security during retirement, you need to carefully evaluate whi... | |||
| Why Aren’t You Maxing Out Your 401(k)? by Douglas Bolter - Aug, 2008 Could it be the best retirement planning tool you have? Do you have a million dollars? At the moment, maybe not. But if you invest and save diligently and let your assets compound, who knows? You may be a millionaire someday. In fact, you may need to be a millionaire someday. If you sta... | |||
| The Big Rollover - What Should You Do With That Old 401(k)? by Douglas Bolter - Jun, 2008 Options, options, options…There are many misconceptions about what must be done with a 401(k) when someone leaves a company. Some people think they have to cash out their 401(k) upon leaving a job. Others think they must “roll it over” into a new 401(k). Still others believe that they must... | |||
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