It Has Taken Hard Work and Dedication to Build Your Wealth
We are here to help you preserve it.
Choosing the Right Wealth Management Partner is a Pivotal Step
The Bulman Wealth Group is an experienced team of financial advisors serving individuals and families looking to build sustainable wealth in Northern and Southern California.
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Planning for retirement can be confusing and complex. That is why we developed the Financial Compass.
Your Financial Compass offers a compelling approach that simplifies the complexities of retirement planning. Think of it as your guide through every phase of your financial journey. Just as you would not embark on a cross-country journey without a roadmap, the same principle applies to planning for retirement.
Retirement Income Planning
Creating a personalized retirement income plan that identifies your available sources of income and considers their tax implications.
Investment Management
Actively manage your balanced portfolio based on your risk tolerance.
Tax Planning
Examining all aspects of your financial situation to strategically minimize tax liabilities when making financial decisions or changes.
Healthcare in Retirement
Planning for health care expenses in retirement for both you and your family is essential.
Estate Planning
Understanding your goals, concerns, assets, their ownership, and your family structure to ensure your wishes are carried out effectively.
Avoid the Family Feud & Inheritance Nightmares
How Our Process Works
Our team of retirement planning professionals is dedicated to guiding you through the remainder of your retirement journey. Understanding your life and priorities is crucial to us. We approach every meeting with the goal of listening and gaining insight into your desires, objectives, visions, and family dynamics.
Get to Know You
Getting to know you and what’s truly important to you, including your goals, aspirations, and financial concerns.
Share Our Observations
Review our findings, and discuss recommendations on what steps you need to take to achieve financial independence.
Establish a Partnership
If there is a good fit between your needs and our services, we will formalize our working relationship and begin our efforts.
Build Your Roadmap
Crafting a distinct retirement plan that will serve as your financial compass through every phase of your financial journey.
Ongoing Review
Updating your plan to ensure it’s aligned with your financial journey and life events.
Get to Know You
Getting to know you and what’s truly important to you, including your goals, aspirations, and financial concerns.
Establish a Partnership
If there is a good fit between your needs and our services, we will formalize our working relationship and begin our efforts.
Ongoing Review
Updating your plan to ensure it’s aligned with your financial journey and life events.
Build Your Roadmap
Crafting a distinct retirement plan that will serve as your financial compass through every phase of your financial journey.
Share Our Observations
Review our findings, and discuss recommendations on what steps you need to take to achieve financial independence.
Stay informed about financial issues that could affect your well-being.
Live the life you have always imagined.
You do not have to navigate retirement alone. Let us be your guides through every phase of your financial journey.
