RETIRE WITH A PLAN
TAILOR-MADE FOR YOU

Chris Bulman

Founder & Financial Advisor

Scott Vlahon

Financial Advisor

Steven Sprague

Financial Advisor

Meet Bulman Wealth

We specialize in creating and maintaining easy-to-understand retirement plans. Our advisors are licensed fiduciaries and strive to put your needs first. 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.

Meet Bulman Wealth

We specialize in creating and maintaining easy-to-understand retirement plans. Our advisors are licensed fiduciaries and strive to put your needs first. 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.

Chris Bulman

Founder & Financial Advisor

Scott Vlahon

Financial Advisor

Steven Sprague

Financial Advisor

The Financial Compass Roadmap

We specialize in creating and maintaining easy-to-understand retirement plans that help you feel confident in your financial future.
  • Income

    Helping you to ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.

  • Investment

    Helping you to create an investment plan for the remaining assets not used in your income plan.

  • Taxes

    Helping you to develop a strategy that can decrease tax liabilities in the future.

  • Healthcare

    Helping you to create a plan that addresses rising healthcare costs with a minimum of expense.

  • Legacy/Estate

    Helping you to ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner.

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.

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