NewRetirement Advisors, doing business as Boldin Advisors, provides collaborative retirement and financial planning supported by the Boldin planning platform, formerly known as NewRetirement. The firm helps clients organize their finances, understand their current position, explore options, act on timely opportunities, and monitor their plans over time. Its services take a holistic view across investments, taxes, insurance, and estate planning, with advice designed to be transparent and more efficient than traditional high-touch advisory services.

Clients can choose a retirement plan checkup for a flat annual fee, reviewing their plan setup, potential gaps, risks, expenses, portfolio positioning, withdrawals, taxes, and estate planning. Ongoing Boldin planning and support is also available for a flat annual fee, while broader planning services may use flat-fee or subscription pricing. The firm emphasizes simplicity, evidence-based guidance, technology-enabled efficiency, passive investing, tax awareness, and coaching to support behavior change. Its team includes founder Stephen Chen, whose financial services experience spans consulting and technology, and CFP® professional Bruce Lorenz, who advises on topics including asset allocation and taxes.