University Investment Services

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University Investment Services Led by Benjamin Bolen, CFP®, our work helps families prepare for retirement, aging, caregiving, estate planning, and legacy decisions with greater clarity.

Financial planning, investment guidance, and coordination for life’s most important transitions.

10/25/2026

Planning for long-term care goes beyond finances. When independence changes, family dynamics are often tested by legal and emotional stress. Are you and your loved ones truly prepared for those gaps in coverage? It is time to have the hard conversations before a crisis starts.

10/24/2026

Cheap software might draft a legal document, but it often lacks the actual funding and implementation required for a trust to work. A document that holds up on paper can still crumble in court if not set up correctly. Is the initial savings worth the risk to your estate? Tag someone who needs to see this.

Women have some challenges and opportunities ahead, so it's time to prepare.Over the next decade, women are set to contr...
10/23/2026

Women have some challenges and opportunities ahead, so it's time to prepare.

Over the next decade, women are set to control up to $30 trillion in financial assets, but wage gaps, caregiving responsibilities, and life changes like divorce can all impact long-term outcomes.

Women investors are doing things differently—trading less, thinking long-term, and staying curious. This isn’t about catching up. It’s about moving forward with confidence.

Let’s talk about what’s next.

Source: Forbes.com, March 30, 2026

10/22/2026

Wealthy families often believe they can pay their way out of caregiving struggles. But money cannot prevent the emotional complexity that arises when life gets difficult. Good families change when finances become the primary solution. Have you seen this happen in your own circle?

10/19/2026

Professional financial plans often look perfect in a boardroom or courtroom, but they fail where it matters most. Success isn't just about assets—it is about whether your family has the clarity and confidence to carry out that vision during their hardest moments.

10/10/2026

Navigating care is like the job market. When you're employed and have options, you can be picky. But if you're unemployed and desperate, you take what you can get. The same applies to care. Don't wait for a crisis. Plan now, while you have the capacity to choose what you truly want.

09/21/2026

I am giving away my audiobook!

It just launched, and I'd love for you to get a copy.

My mission is to help more families navigate the intersection of wealth and health management with technical knowledge and emotional awareness.

The costs of getting it wrong are massive:
families divided
estates depleted
caregivers alone and exhausted
receiving care and being isolated

So here is my offer and ask:
You get a free copy to listen on Audible.

You leave an honest review.

I know I have some superstar supporters, so if you'd like a copy, comment CODE and I'll share it with you.

09/13/2026

Navigating addiction requires courage. The same goes for talking with a loved one about what they want for their care. Who is in charge? Where do you want to live? It takes love, truth, grace, and understanding.

09/12/2026

Even with family willing to help, a point comes when medical care is needed. If parents never communicated their wishes for aging in place, facilities, or who should be their caregiver or power of attorney, it sparks difficult debates.

09/11/2026

The heartfelt conversations with families are the foundation of this book. The goal is to ease difficult processes, prevent avoidable challenges, and equip people to navigate tough discussions more easily.

Address

2015 Washtenaw Avenue
Ann Arbor, MI
48104

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17343729312

Website

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