Worried that your financial strategy
is Missing Something?

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

Your Dreams Matter

At Bulman Wealth Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments, insurance products, and services to help you address your financial needs and concerns.

Income Planning

The goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.

This typically includes:

  • Social Security Maximization
  • Income and Expense Analysis
  • Longevity Protection
  • Inflation Plan
  • Spousal Plan

Investment Planning

The goal is to create an investment plan for the remaining assets not used in your income plan.

This typically includes:

  • Assessing Your Risk Tolerance
  • Evaluating Ways To Reduce Risk While Still Working Toward Your Goals
  • Comprehensive Institutional Money Management
  • Adjusting Your Portfolio To Reduce Fees
  • Volatility Control

Tax Planning

The goal is to develop a strategy that can decrease tax liabilities in the future.

This typically includes:

  • Assessing The Taxable Nature Of Your Current Holdings
  • Strategizing Ways To Include Tax-Deferred or Tax-Free Money In Your Plan
  • Strategizing Which Tax Category To Draw Income From First To Potentially Reduce Your Tax Burden
  • Discussing Ways To Leverage Your Qualified Money To Leave Tax-Free Dollars To Your Beneficiaries
  • Possible IRA Planning

Health Care Planning

The goal is to create a plan addresses rising health care costs with a minimum of expense.

This typically includes:

  • Looking at Medicare, Parts A, B, and D
  • Analyzing Options For A Long-Term Care Plan

Legacy Planning

Working collaboratively with a qualified estate planning attorney, our main goal is to help ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner.

This typically includes:

  • Maximize Your Estate And Income Tax Planning Opportunities
  • Protect Any Assets In Trust And Ensure They Are Distributed To Your Beneficiaries Probate Free
  • Prevent Your IRA And Qualified Accounts From Being Fully Taxable To Your Beneficiaries Upon Your Death

Income Planning

The goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.

This typically includes:

  • Social Security Maximization
  • Income and Expense Analysis
  • Longevity Protection
  • Inflation Plan
  • Spousal Plan

Investment Planning

The goal is to create an investment plan for the remaining assets not used in your income plan.

This typically includes:

  • Assessing Your Risk Tolerance
  • Evaluating Ways To Reduce Risk While Still Working Toward Your Goals
  • Comprehensive Institutional Money Management
  • Adjusting Your Portfolio To Reduce Fees
  • Volatility Control

Tax Planning

The goal is to develop a strategy that can decrease tax liabilities in the future.

This typically includes:

  • Assessing The Taxable Nature Of Your Current Holdings
  • Strategizing Ways To Include Tax-Deferred or Tax-Free Money In Your Plan
  • Strategizing Which Tax Category To Draw Income From First To Potentially Reduce Your Tax Burden
  • Discussing Ways To Leverage Your Qualified Money To Leave Tax-Free Dollars To Your Beneficiaries
  • Possible IRA Planning

Health Care Planning

The goal is to create a plan addresses rising health care costs with a minimum of expense.

This typically includes:

  • Looking at Medicare, Parts A, B, and D
  • Analyzing Options For A Long-Term Care Plan

Legacy Planning

Working collaboratively with a qualified estate planning attorney, our main goal is to help ensure your hard-earned assets go to your beneficiaries in the most tax-efficient manner.

This typically includes:

  • Maximize Your Estate And Income Tax Planning Opportunities
  • Protect Any Assets In Trust And Ensure They Are Distributed To Your Beneficiaries Probate Free
  • Prevent Your IRA And Qualified Accounts From Being Fully Taxable To Your Beneficiaries Upon Your Death

We Offer Services In These Three Areas

Growth

Prepare for retirement by putting your hard-earned assets to work.

HOW?

Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers

Preservation

Protect the assets that can help you live the retirement you’ve always imagined.

HOW?

Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care-Strategies

Giving

Provide for the people and causes you care about the most.

HOW?

IRA Legacy Planning

Prepare For Retirement By Putting Your
Hard-Earned Assets To Work

Charitable Giving

Estate Planning

Tax Planning

Ready To Take The Next Step

The team behind Bulman Wealth Group is made up of qualified financial professionals who are passionate about helping individuals and families feel confident about their retirements.
Or give us a call at 916.458.8199

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