We believe the right plan, the right tools, and the right fit depend on the goals, values, and lifestyle of our clients.
Assess Your Current Investments and Trajectory
We start by taking an inventory of where you are.
Where are your assets today and where will your income be in the future? There’s no way we can reach our destination if we don’t know where we’re starting.
Get The Lay of the Land
The next step is Analyze that snapshot, the inventory list to determine current risks and roadblocks. How much risk is in your portfolio? Market risk? Interest rate risk? Geopolitical risk? How has your portfolio performed in the past? (real estate, stocks, bonds, life insurance, etc.)
There’s a lot to consider that can impact your retirement. It’s often said that “you don’t know what you don’t know,” Leverage our experience to help point you in the right direction.
Establish Your Goals
It’s important to start with clearly defined goals. You can’t have a roadmap without a specific destination in mind.
You may be surprised with how many things you’ll need to think about your goals. Is it most important to leave a legacy? Is it most important to have the highest income possible? If accomplished, does this create a tax burden? Is there a better way? Based on our experience with thousands of other clients, radio listeners, and readers, we can leverage our knowledge to help you navigate and consider these and other important questions, factors, and ideas as you move into and through retirement.
Build a Roadmap
Now we have a detailed starting point and a clear destination.
It’s time to build the roadmap to get you there safely, avoiding roadblocks and potholes along the way.
Get On The Road
In order to put the plan in place, you need to know prepare your vehicle for the road.
At Bulman Wealth Group, our team consists of tax, legal and estate planning, investment and service professionals.