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.

10/10/2026

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.

You can't afford a house these days. No, you can't afford that house these days.Right now, you can't buy a house in Ann ...
09/10/2026

You can't afford a house these days.

No, you can't afford that house these days.

Right now, you can't buy a house in Ann Arbor for under $250k, so people call it a housing and affordability crisis.

I'm talking a house, not a condo or townhouse or trailer.

If you look 30 minutes in any direction, there are more than 500 houses under $250k.

$2,000/month for principle and interest, insurance and property taxes.

Down payment, less than $15,000.

You can barely find an apartment in Ann Arbor for $2,000.

Is there an affordability crisis?

Or a standard of living crisis?

You can afford a house if you can afford the commute.

I still believe real estate is a good wealth building strategy. Sometimes it starts with your own home.

09/10/2026

Many people misunderstand estate liquidity, thinking only of what's left after death. The crucial aspect is your living estate: all your current assets, money, and property. Who manages these if you can't make decisions?

09/09/2026

Facing limited professional resources means 2-year waiting lists for memory care, adult daycare, and assisted living. Waiting until a diagnosis to prepare leaves families in a dire, expensive situation.

09/03/2026

Before any financial planning, we need to understand the basics: your income and your expenses. Knowing what you make and what you spend is key to managing savings, investments, and insurance.

09/01/2026

Beyond the tangible, life's true depth lies in the emotional. Family dynamics, grief, beliefs, and history weave the unspoken narrative that shapes us. These qualitative aspects are just as crucial.

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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