Bob has been helping clients and colleagues make sense of the confusing world of finance since 2001. When he founded Bothfeld Financial and Insurance Services he set out with a few basic philosophies in mind; keep his client’s money safe, help them achieve a reasonable rate of return, and keep it simple!
Taking care of his clients and offering exceptional customer service are of utmost importance to Bob. He loves the direct impact he has on his client’s lives and enjoys developing and nurturing relationships during the planning process. In building our relationships, we listen, discuss, collaborate, and clarify. We combine that understanding with a thoroughly detailed inventory and analysis of all client assets and financial resources. This holistic approach allows us to build an effective plan that shares our client’s vision for success, so they can forget about the financial details and pursue a life well lived.
Everyone, no matter how successful or wealthy, experiences money-related stress. The whole point of financial planning is to eliminate that stress so you can feel confident with the decisions you’re making. With a little bit of effort up front, you can put your finances on auto-pilot and enjoy the ride until your next big life event gives you reason to revisit your plan.
Ashley joined Bothfeld Financial in October of 2012. She is the Office Manager and Marketing specialist at our Barnstable Harbor location. She was born and raised in Chatham and attended Northeastern University. Ashley is also a licensed insurance producer. When not at work, you can find Ashley at the Hyannis Youth and Community Center playing basketball in a women’s league and enjoying nature hikes on beautiful Cape Cod with her family.