The goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.
The goal is to create an investment plan for the remaining assets not used in your income plan.
The goal is to develop a strategy that can decrease tax liabilities in the future.
The goal is to create a plan addresses rising health care costs with a minimum of expense.
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.
At Bulman Wealth Group, we believe everyone should live the retirement that they’ve always wanted. To do that, we feel you need to look beyond savings and investment. We believe—that’s what you’ve been taught to look after—but we think there are five key components of retirement planning that need your consideration including investment, income, taxes, health care planning and legacy planning.
Where will your paycheck come from in retirement?
We help develop custom income strategies for our clients. It’s a way for them to see what their income may look like today and for retirement 15, 20 and even 30 years down the road.
Is investing during your working career and nearing retirement the same?
Choosing the appropriate investments during working years, right before retirement and during retirement may be different. That is why we focus in investment strategies at or near retirement.
How much money—the cash that’s in your account—do you have saved for retirement AFTER taxes?
The difference between the money you have in your account and the amount you have in your pocket matters. Taxes can play a huge role in this. We help create strategies that help people minimize taxes.
How much does the average couple pay in healthcare over the course of their retirement?
According to the Fidelity Retiree Health Care Cost Estimate, an average retired couple age 65 in 2023 may need approximately $315,000 saved. Are you prepared?
Will your hard earned assets go to the ones you love?
Failing to consider legacy planning while developing your retirement plan could leave your family with very little. Our well-established legacy plan is designed to help ensure that what you have goes to the ones you love.
Retirement Income Strategies
Asset Protection Strategies
IRA Legacy Planning