Kristina Bolhouse (CFP®, CPA/PFS)

Kristina Bolhouse focuses in the
following client markets or areas of practice:

Estate & Generational Planning Issues

Medical Professionals

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

Kristina's specialty is doctors. She also works well with high income women (either widowed, divorced or self-supporting) who want to maintain independence and/or retire at a reasonable age. Kristina also helps retirees manage their investments and other retirement resources.

Kristina works with several other advisors, and uses a team approach in all client relationships. The benefit of a multi-advisor practice is that others may be called upon from time-to-time based on expertise or if an unexpected need arises.

Additional Information

Kristina's background includes 4 years as an auditor for Ernst & Young, followed by another 6 years with a regions CPA firm in the tax and financial planning area. This strong tax and audit background is complemented by her business partner, Rick Adkins, whose background is the insurance industry. Dr. Ralph Broadwater also has an extensive background with physcian issues.