TV & Featured Campaigns

Inside Bulman Wealth Group | Roseville Headquarters Office Tour

Welcome to Bulman Wealth Group’s headquarters at the Slate Creek Business Park in Roseville, California. Take a quick virtual tour of our newly designed facility, featuring client meeting rooms, a hospitality bar, designated signing areas with an in-house notary, and client event spaces built entirely around your financial comfort.

What Does a Better Retirement Mean to You?

As Americans, we always strive for better- a better lifestyle, stronger financial solutions, and a secure future. Discover what a tailored retirement looks like for you and get started with a customized, complimentary written financial plan from Bulman Wealth Group.

A Fresh Perspective on Retirement

Instead of settling for standard corporate solutions, your retirement deserves a fresh perspective tailored to your unique financial goals. Discover how independent fiduciary advisors at Bulman Wealth Group build personalized income plans and strategic tax maps focused entirely on you.

Our Resources

Welcome to Bulman Wealth Group! Explore our library of educational resources, including podcast episodes, TV features, and eBooks, designed to empower your retirement and guide your financial future.

Our Retirement Planning Philosophy

At Bulman Wealth Group, our core philosophy centers on serving our clients and helping to remove the fear and uncertainty around retirement planning. Learn how our tailored financial strategies, portfolio analyses, and experienced guidance can help you plan for your financial future.

Should You "Refinance" Your Retirement Strategy?

When interest rates rise, what worked for your portfolio during low-rate environments may no longer serve your goals. Learn how a strategic "refinance" of your retirement strategy can unlock new income opportunities and aim to optimize your portfolio for changing economic conditions.

Top Retirement Concerns Addressed: Inflation, Taxes & Income Security

Approaching retirement with concerns about inflation, tax burdens, or outliving your money? Financial advisor, Shawn McElmoyl, outlines how key strategies can help plan your retirement income and build a more confident financial future.

Watch Your Financial Compass | Bulman Wealth Group

Navigate the complexities of retirement with Your Financial Compass. Tune in as our team covers crucial topics like investment management, inflation, tax mitigation, and legacy planning to help guide your financial future.

Why Client Relationships Matter in Financial Planning

At Bulman Wealth Group, financial advisory goes beyond numbers on a balance sheet; it is about building real trust, long-term partnerships, and treating every client like family. Hear how our team walks alongside you through life's biggest milestones, providing support in both good times and bad.

What Does a Successful Retirement Mean to You?

A truly successful retirement is defined by peace of mind; knowing your income is secure, your goals are protected, and market volatility won't disrupt your life. Discover how the advisory team at Bulman Wealth Group fits every piece of your financial puzzle together for worry-free retirement living.

Contact Us

Email: ask@bulmanwealth.com

Northern California Office
3300 Douglas Blvd.
Suite 200
Roseville, CA 95661
Phone: 916-458-8199

Southern California Office
1 Better World Circle
Suite 230
Temecula, CA 92590
Phone: 951-699-1502
REFER A FRIEND

Disclosures

Bulman Wealth Group has additional locations that can be scheduled by appointment only in Redwood City, Mountain View, Pleasanton, Concord/Walnut Creek, San Rafael, Napa and Elk Grove.
Accessibility Assistance

If you have difficulty accessing this communication from Bulman Wealth Group because of a disability, please contact our office. We are committed to providing information and materials in alternative accessible formats whenever reasonably possible.

Contact Accessibility Support
To request accessible materials or assistance, please contact Bulman Wealth Group at 916-458-8199 or email natalie@bulmanwealth.com.

We welcome feedback regarding the accessibility of our communications and services and will work with you to provide reasonable accommodations.

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results.

Opinions expressed herein are solely those of Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Bulman Wealth Group an SEC Registered Investment Advisor. Insurance products and services offered through BWG Insurance Agency. CA Insurance License #0M46922. Being registered as an investment adviser does not imply a certain level of skill or training.

Bulman Wealth Group and BWG Insurance Agency are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor™ Pros. SmartVestor™ Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor™ Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investment or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor™ Pros and makes no claim or promise of any result or success of retaining a SmartVestor™ Pro. Your use of SmartVestor™, including the decision to retain the services of any SmartVestor™ Pro, is at your sole discretion and risk. Any services rendered by SmartVestor™ Pros you contact are solely that of SmartVestor™ Pro. Bulman Wealth Group (‘BWG’) does not endorse and is not associated with Dave Ramsey or the SmartVestor™ program. Fees are paid to Ramsey Solutions for the ability to use the SmartVestor™ advertising service. BWG does not compensate and is not compensated for client referrals. BWG has entered into an advertising agreement with The Lampo Group, LLC d/b/a Ramsey Solutions™ (“RS” or “SmartVestor™”). BWG pays a flat fee for advertising through RS, both online and locally.

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