Retire with a plan tailor-made for
Concerned about retirement?
Oftentimes, there can be a lot of uncertainty and fear when approaching retirement.
With the right advisor, that uncertainty and fear should go away.
You shouldn’t need a financial degree to understand your retirement plan. Your plan should offer comfort, not confusion.
Schedule a 30 min call and see what your retirement could be with the Bulman Team. The purpose of the call is to address and answer your biggest retirement concern and to offer solutions that help you feel excited about your future.
We specialize in creating and maintaining easy-to-understand retirement plans. If you are retired, or near retirement, and you want a complete retirement plan that you can understand, schedule a 30 min call.
The purpose of the call is to address and answer your biggest retirement concern and to offer solutions that help you feel excited about your future.
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Get Started In
3 Easy Steps
Schedule a meeting to review your assets and determine what is needed to get you the retirement you want.
Using Your Financial Compass results, discuss your options moving forward to get you the retirement you’ve envisioned.
Receive a tailor-made strategy that is easy to understand and designed to get you the retirement you want.
Ready To Take
THE NEXT STEP?
What do you want your retirement to look like? What are your biggest concerns? What are your dreams? Our 30 min call is designed to answer your biggest concerns about retirement while creating a clear vision of what it could look like.
Why do you want to retire?
At some point in your life, you hope to not be reliant on a paycheck from an employer. This is true financial independence. At this moment, you’re working because you want to work. When you don’t feel like working anymore, you leave.
The question remains, when you retire, what will you do? Your calendar is now wide open, and watching the TV to pass time won’t cut it (at least we don’t think so).
Bulman Wealth was established to plan retirement based on what you want to do with your time.
When Chris Bulman first started in the industry, he was guiding clients through the early 2000s dot com and 9/11 crash, and later the 08 financial crisis. Most recently, he’s been guiding retirees like you through the 2020 crash and rebound. He has been advising clients during some of the best and worst of times.
His message continues to be, “make sure you have sufficient protection in place as you create your retirement plan so you can focus on what you want and what will give you purpose throughout retirement.”
If you decide you want to discuss your retirement with us, you can expect a no-pressure visit that is focused on what you want in retirement. Our first step is designed to review what you have to work with. We address what you want to protect while seeking understanding as to how you want to spend your time in retirement.
Next, whether you are visiting us in our office just outside of Sacramento, CA, or planning with us virtually, we will walk you through our Financial Compass process, which address the five big retirement topics in an easy-to-understand format. Together, we tackle questions around income, investments, taxes, estate planning, and health care planning.
As we conclude the planning, we begin a life-long relationship as we present to you your tailor-made retirement plan. Built for you, based on what you want, this retirement plan is designed to be your guide for the rest of your life. Don’t worry. We don’t expect you to go at it alone. We are here to walk with you every step of the way.