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Strategic Partnerships

Your Network of Support: Strategic Partners of Bulman Wealth Group

At Bulman Wealth Group, we believe comprehensive financial planning goes beyond investments. It’s about building a secure future, often requiring a coordinated approach across various financial aspects. We’ve cultivated strong relationships with select strategic partners – trusted professionals in key areas who share our commitment to your well-being.

Navigating the complexities of retirement, estate management, and other financial decisions can be overwhelming. Instead of leaving you to search on your own, we’ve brought together a network of vetted partners who provide focused support. We act as your financial compass, working closely with these partners to ensure everyone is aligned and working towards your specific goals. This collaborative approach offers a comprehensive and integrated experience, streamlining the process and minimizing the stress often associated with complex financial matters.

Who are these partners, and how can they help you?

Why We Chose These Partners:

We didn’t just pick names out of a hat. We’ve carefully vetted each of our strategic partners, looking for:

Shared Values: They share our commitment to client-centric service, transparency, and ethical practices.
Proven Expertise: They are recognized leaders in their respective fields, with a track record of success.
Collaborative Approach: They are willing to work collaboratively with us and with you to achieve your financial goals.

Our Partner Custodians of Your Money

Every independent financial advisor requires a custodian and back office for their client’s assets. Bulman Wealth has chosen to partner with Schwab and Fidelity for these services.

Retiring In The Next Three Years?

This eBook is targeted at people who plan to retire in the next three years and offers case studies to demonstrate the importance of comprehensive retirement planning.

DOWNLOAD YOUR COMPLIMENTARY COPY

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Opinions expressed herein are solely those of Chris Bulman Inc. dba 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 Chris Bulman Inc. dba Bulman Wealth Group an SEC Registered Investment Advisor. Insurance products and services offered through Chris Bulman Inc dba BWG Insurance Agency and Ameritas Life Insurance Corp. CA Insurance License #0M46922. Being registered as an investment adviser does not imply a certain level of skill or training.

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