Certified Financial Planner, David Bucholtz helps you define your financial life goals
At Bucholtz Consulting we help you clearly define your financial and life goals, consider your options, then take action to make your dreams a reality. We place your needs at the center of every decision.Through this process we develop a lasting relationship with our clients and receive a sense of satisfaction as clients achieve their goals. Please explore our website Bucholtzconsulting.com to learn more about the importance of working with a Certified Financial Planner, the benefits of using the financial planning process, and concrete steps you can take to move closer to your goals and dreams.
Keywords: Financial Advisor, Certified Financial Planner CFP, Investment Management, Retirement, FREE personalized Social Security report, 401k, 529, IRA, ROTH IRA, Annuity, Life Insurance Need
Interview Q&A
How long have you been in business?
since 2004
What is your primary product or service?
Bucholtz Consulting has been helping individuals, families, and corporations in Northeast Ohio for over 10 years. With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated plan that’s right for you.
Financial planning for individuals
As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting objective, impartial guidance in all areas, including:
•Accumulation, so your investments address your objectives and comfort level
•Retirement planning, so you are well positioned to pursue your dreams
•Estate planning, so you can pass on your assets to whom you choose
•Risk management, to minimize any threats to your personal or business assets
•Business planning, to help you manage and grow your business
•Taxation, to minimize the tax burdens you face now and in the future
Financial planning for business owners
Stay focused on your business knowing that you have an experienced team to help you every step of the way with:
•Investment strategies, to put a plan in place that is consistent with your business goals, time horizon, and risk tolerance
•Risk management, to minimize any threats to your business assets
•Retirement planning, to make sure you have the right plan in place for your employees
•Insurance planning, to ensure that your employees have the insurance benefits they need
•Succession planning, to keep your business running smoothly when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances
Retirement Plan Solutions
As both independent financial advisors and accredited investment fiduciaries, we can deliver the objective, impartial guidance that you and your participants can count on—and that leaves you feeling confident that you’re meeting your obligations. Services include:
•Fiduciary management, to help shoulder the responsibilities and regulatory obligations that come with managing the plan
•Investment expertise, to help you deliver a range of suitable solutions for your employees according to a process that aligns with overall investment objectives
•Plan design, to help you ensure that you have a plan in place that’s focused on and conducive to participant success
•Vendor due diligence, to conduct reviews, do benchmarking, and ensure that your plan is receiving the best value from your vendors
•Participant services, to provide your employees with investment guidance and education to help them feel more confident about their retirement plan savings
No matter what type of financial support you’re looking for, you can feel confident knowing that you’re working with a trusted financial guide.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Dave is a graduate of the Ohio State University Fisher School of Business and earned his CERTIFIED FINANCIAL PLANNER CERTIFICATION in 1999. Before opening his business, he worked for a regional brokerage firm specializing in tax and estate planning. He saw a need for comprehensive independent financial advice and prepared himself to offer this guidance to clients. David founded the independent firm Bucholtz Consulting in 2004 to better serve his growing client base.
How do you differentiate yourself from other businesses in your category and area?
Bucholtz Consulting makes it easy for prospective clients to make the best decision about their next financial advisor. Our process is designed to equip, enlighten, and educate so you can locate and identify the right financial advisor for you. Our process is “purposely deliberate”. Since Bucholtz Consulting forms long-term relationships with clients and their families, we strive to make certain there is a good fit between the services our clients need and the services we provide before moving forward. Our goal is to help you make your money last.
How many locations do you have and do you have plans to expand?
We have one location in Willoughby Hills, Ohio
Provide detailed directions to your location
2786 SOM Center Road, Suite 102
Willoughby Hills, OH 44094
440-944-7070
What type of payments do you accept?
The first meeting is complimentary.
Which areas do you service?
Lake, Geauga, Ashtabula, Cuyahoga
Who owns your company or runs daily operations?
David Bucholtz
What are your hours of operation?
Monday - Friday 8:30 a.m. - 4:30 p.m.