Client Login

Your Financial Compass

with Scott Vlahon

Your Financial Compass provides relevant and timely information to both pre and post retirees so they can make well informed decisions for their financial future.

Join Bulman Wealth Group Financial Advisor Scott Vlahon in Your Financial Compass for insights into the different facets of retirement planning. The Bulman Wealth Group Financial Compass Process goes beyond traditional holistic financial planning. We care as much about your lifestyle as we do about your financial plan, and we want to help you define what matters most, as well as inspire you to go out and do it. For more than a decade, Scott Vlahon has assisted his clients by providing comprehensive financial leadership, tune in to Your Financial Compass with Scott Vlahon for timely information that may affect your retirement now! 



Meet Marcos Lemus: From Tech Enthusiast To Financial Advisor

In today’s episode, we are excited to introduce you to a key member of the Bulman Wealth Group team- Marcos Lemus. Marcos has been with us for about 2 years now and has recently transitioned into a new role as a service advisor. He joins us today to share more about his background, his journey into finance from the education and technology sector, and his passion for problem-solving and life-long learning.

Listen Now >>

Can You Save Too Much For Retirement?

We spend a lot of time talking about how to save enough for retirement, but is there such a thing as saving too much? Some experts say that retirees will need 70-80% of their pre-retirement income to sustain a comfortable lifestyle, but recent studies show that many retirees are spending significantly less than these benchmarks.

Listen Now >>

How to Avoid Large Tax Surprises

Certain moments in our financial lives can and will trigger tax events so we want to make sure you’re mindful of them, explain what they are, and share some ways to stay ahead of these tax surprises.

Listen Now >>


Schedule Your Complimentary Review Now!

The following 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 an indication of future results. 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. Opinions expressed 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 accuracy and completeness, and does not purport to be a complete analysis of the materials discussed.

Any statements or opinions expressed should in no way be construed or interpreted as a solicitation to sell, or offer to sell, advisory services to any residents of any State other than the States where otherwise legally permitted. Advisory services are offered through Chris Bulman Inc. dba Bulman Wealth Group and Brookstone Wealth Advisors (BWA), Registered Investment Advisors. Insurance products and services are offered and sold through Chris Bulman Inc. dba BWG Insurance Agency.