Retirement Planning California: Your 5-Step Financial Plan & Path to Confidence

Are you feeling overwhelmed by the retirement planning process in California? Do you know what fee you’re paying your current advisor, or even how all your financial pieces fit together? You’re not alone!

In this episode of Your Financial Compass, financial advisors Scott Vlahon and Shawn McElmoyl from Bulman Wealth Group peel back the curtain to reveal the five key areas of their comprehensive financial planning process and how it all begins with a simple conversation.

Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed, and Bulman Wealth Group makes no representation or warranty as to the accuracy or completeness of the information, which should not be used as the basis of any investment decision. Information contained on third party websites that Bulman Wealth Group may link to is not reviewed in their entirety for accuracy and Bulman Wealth Group assumes no liability for the information contained on these websites. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from Bulman Wealth Group. For more information about Bulman Wealth Group, including our Form ADV brochures, please visit https://adviserinfo.sec.gov and search our firm name.