About the company
Bulman Wealth Group offers tailor made, comprehensive financial planning services and a hand-picked success team to serve your financial needs.
As a team of licensed, fiduciary advisors, we focus on providing comprehensive, financial services for retirees seeking protective growth strategies and those within 10 years of retirement.
Tactical Money Management
Tax Efficient Strategies
Hand Picked Success Team
Committed to Service Excellence
Bulman Wealth Group is committed to providing high quality service for its clients, partners, and community.
We believe the right plan, the right tools, and the right fit depend on the goals, values, and lifestyle of our clients.
"Wealth is the ability to fully experience life."
"Success is getting what you want. Happiness is wanting what you get."
"Rule #1: Never lose money
Rule #2: Never forget rule #1"
BRINGING THE TEAM, TOOLS, AND PLAN TAILORED MADE FOR YOUR GOALS
We believe the right plan, the right tools, and the right fit depend on the goals, values, and lifestyle of our clients. Making this happen is a joint effort, a collaboration and shared journey with our clients. Our job is to be strong guides and facilitators. We strive to protect, educate, inspire and show a wide landscape of options and financial vehicles that help our clients develop and execute a plan tailored specifically to them. Because of this, we believe our work is personal.