Your Financial Compass Book

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GET BULMAN WEALTH GROUP'S NEW EBOOKS!

EMPOWER YOUR RETIREMENT KNOWLEDGE WITH
YOUR FINANCIAL COMPASS SERIES

Bulman Wealth Group’s NEW Your Financial Compass eBook Series is designed to help you stay up-to-date on how the retirement landscape is changing and steps you may want to take NOW to help protect yourself in the future. This eBook series is designed to provide you with the knowledge you may need as you plan for the rest of your life. Download our newest eBooks to learn about the potential strategies that may help you get things right the first time around.

Your Financial Compass Volume 1: The Basics of Retirement Investing

Dive into an overview of what the events of 2021 & 2022 mean for the future and for the five most important parts of any retirement plan: Income planning, investing, tax minimization, healthcare and long-term care, and estate planning. Our NEW 2023 eBook will help you better understand the specifics of a well-rounded retirement plan, and how Bulman Wealth Group can help your nest egg last.

Your Financial Compass Volume 2: The Basics of Annuities

Annuities can be a great way for retirees to plan for their income needs, but many people misunderstand them. Your Financial Compass: The Basics of Annuities covers the ins and outs of annuities, the importance of financial planning, and having a financial advisor you can trust in an uncertain market.

Your Financial Compass Volume 3: High-Net-Worth Investors Edition

High-Net-Worth individuals have different, and at times more complex retirement needs than the average retiree. Our High-Net-Worth Investor’s Guide to Securing Your Financial Future focuses specifically on the concerns of high-net-worth investors. Learn more about your options and how Bulman Wealth Group is an expert in managing high-net-worth portfolios.