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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.

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Our Process

Our team of retirement planning professionals is dedicated to guiding you with confidence through every stage of your retirement journey.

Stay informed about financial issues that could affect your well-being.

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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.

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results.

Opinions expressed herein are solely those of Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Bulman Wealth Group an SEC Registered Investment Advisor. Insurance products and services offered through BWG Insurance Agency. CA Insurance License #0M46922. Being registered as an investment adviser does not imply a certain level of skill or training.

Bulman Wealth Group and BWG Insurance Agency are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor™ Pros. SmartVestor™ Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor™ Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investment or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor™ Pros and makes no claim or promise of any result or success of retaining a SmartVestor™ Pro. Your use of SmartVestor™, including the decision to retain the services of any SmartVestor™ Pro, is at your sole discretion and risk. Any services rendered by SmartVestor™ Pros you contact are solely that of SmartVestor™ Pro. Bulman Wealth Group (‘BWG’) does not endorse and is not associated with Dave Ramsey or the SmartVestor™ program. Fees are paid to Ramsey Solutions for the ability to use the SmartVestor™ advertising service. BWG does not compensate and is not compensated for client referrals. BWG has entered into an advertising agreement with The Lampo Group, LLC d/b/a Ramsey Solutions™ (“RS” or “SmartVestor™”). BWG pays a flat fee for advertising through RS, both online and locally.

Chris Bulman and Scott Vlahon (“pros”) as Pros are licensed to use certain approved SmartVestor™ marks in business advertising. This advertising service may result in the introduction to or acquisition of clients. RS does not warrant any services of BWG or any SmartVestor™ Pro and makes no claim or promise of any result or success by retaining BWG. Use of SmartVestor™, including the decision to retain the services of BWG, is at the investor’s sole discretion and risk.

BWG receives client referrals from the SmartAsset Advisors, LLC (“SmartAsset”) lead generation platform. SmartAsset is an SEC registered investment advisor independent of and unaffiliated with BWG. BWG compensates SmartAsset for matched leads on a per lead basis. The fee ranges from $100.00 to $645.00 per matched lead based on the prospective client’s asset value and is paid completely by BWG from the management fees earned and are not increased or passed through to the referred client in any way. SmartAsset is not an investment client of BWG. SmartAsset has an economic incentive to recommend BWG, thereby resulting in a material conflict of interest.

In no event will any referral or endorsement services provided to BWG include providing investment advisory services to referred clients. The compensation paid by BWG for these services is paid completely by BWG from the management fees earned, which are not increased or passed through to the referred client in any way as a result of a third-party involvement in the introduction.