RETIRE WITH A PLAN
TAILOR-MADE FOR YOU
Meet Bulman Wealth
We specialize in helping create and maintain what we feel are easy-to-understand retirement plans. What’s a fiduciary? We get this question all of the time. A fiduciary is legally bound to put your needs first. If you are retired, or near retirement, and you want a 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 can help you feel excited about your future.
The Financial Compass Roadmap
We have a proprietary plan (yep, built it ourselves) that breaks down complex concepts into easily digestible retirement planning steps. Specifically, we focus on income, investment, taxes, healthcare and legacy planning.
Take the Quiz!
Take this Complimentary QUIZ to identify which of the five (5) areas of retirement is potentially your biggest “Retirement Gap” right now – and get a no-cost, customized report with your results and suggested next steps.
