Plan with Confidence
Helping you plan a bright future!
About Us
ABOUT B.O.L.D
BOLD Retirement Strategies was founded on a simple but powerful mission: to help families make, save, and grow money by leveraging smart, safe, and tax-advantaged financial strategies. We believe that everyone deserves the tools, knowledge, and confidence to build real wealth, protect their future, and create a lasting legacy—no matter where they’re starting from.
Created by experienced professionals with a heart for service, BOLD combines decades of management ,nursing leadership, financial education, and real-world expertise to guide families toward financial freedom. We’ve walked the journey ourselves. We understand the challenges, the setbacks, and the desire to break generational patterns. That’s why our approach is built on clarity, compassion, and proven wealth-building strategies that put our clients first.
Our Promise:
To educate, empower, and elevate every individual and family we serve—so they can live boldly today while preparing wisely for tomorrow.
Our main Focus
At BOLD, we specialize in:
- Tax-advantaged wealth strategies
- Indexed universal life (IUL) policies
- Fixed and indexed annuities
- Retirement planning for all life stages
- Final Expense
- Family legacy and generational wealth planning
- Education-based financial empowerment
Become a client or a licensed agent today
Our Promise:
To educate, empower, and elevate every individual and family we serve—so they can live boldly today while preparing wisely for tomorrow.
Our Team
Sidney Johnson Founder/Owner
Building Opulent Lifestyles Daily
Building Opulent Lifestyles Daily
At B.O.L.D. , we understand that every individual and family has unique needs and circumstances. That’s why we offer **customized insurance plans** tailored specifically to fit your lifestyle and financial situation.
Building Opulent Lifestyles Daily
Building Opulent Lifestyles Daily
Building Opulent Lifestyles Daily
Senior Broker /Marketing Director
CasSaundra Thornton
Cassaundra Thornton is a former Director of Nursing turned financial strategist broker of BOLD, where she helps families build tax-advantaged wealth and long-term financial security. 23 years of healthcare leadership and a powerful journey from adversity to entrepreneurship, she specializes in teaching practical, strategies for making, saving, and growing money through life insurance, annuities, and legacy planning. Cassaundra’s mission is to close the financial literacy gap.
B.O.L.D Retirement Strategies
1S450 Summit Avenue, Oakbrook Terrace, IL, USA
Hours
Today | By Appointment |
Certified Field Trainer/ Jr Broker
Barbara Edwards
With 17 years in education and 10 in corporate finance, I blend compassion and expertise to address the financial challenges families and entrepreneurs face. Since transitioning into financial services, I help clients understand life insurance and proactive planning to achieve stability and empower them to build opulent lifestyles daily.
B.O.L.D Retirement Strategies
1S450 Summit Avenue, Oakbrook Terrace, IL, USA
Hours
Today | By Appointment |
Our Carriers
