Welcome and thank you for visiting Bucholtz Consulting!

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 site to learn more about the importance of working with a Certified Financial Planner™ Professional, the benefits of using the financial planning process, and concrete steps you can take to move closer to your goals and dreams.

If you would like to learn more or take advantage of our complimentary first meeting, click here.

Thank you,

           

Our Process

  • Discover and document your financial goals
  • Bring all the pieces of your financial life together
  • Communicate financial concepts in a way you can understand
  • Provide fee-based advice
  • Implement your plan and make adjustments over time

Our Services

Paying for College
Case Studies
Reduce your taxes
Are you ready for Retirement?
Big Picture - Am I missing something?
Helpful Videos
Are you acting like a Millionaire?
Protecting your loved ones
Getting the most from Social Security

Contact Us

Office Address

2786 SOM Center Road, Suite 102
Willoughby Hills, OH 44094

Phone

440-944-7070

800-944-3134

Fax

440-944-8080

Bucholtz Consulting

How to find a Financial Advisor

Why a CFP?
Questions to ask an advisor
Request a Meeting - First Meeting Organizer