What We Do
Your Partner for Personalized Financial Planning
At Bulman Wealth Group, we focus on a comprehensive approach to financial planning we call the Five Points of the Financial Compass. This structured process addresses every aspect of your financial life, with the goal of ensuring you can confidently pursue your version of financial independence, especially throughout retirement.
Each of these five components holds varying importance at different stages of life. At times, certain aspects may take priority, but collectively, they contribute to seeking long-term financial security.
We regularly review these critical areas, adjusting and aligning them with your evolving life stages. Our objective is to empower you to live your envisioned life, supported by a robust and adaptable financial strategy.
Investment Management
Actively manage your balanced portfolio based on your risk tolerance.
Retirement Income Planning
Creating a personalized retirement income plan that identifies your available sources of income and considers their tax implications.
Healthcare in Retirement
Planning for health care expenses in retirement for both you and your family is essential.
Estate Planning
Understanding your goals, concerns, assets, their ownership, and your family structure to ensure your wishes are carried out effectively.
Tax Planning
Examining all aspects of your financial situation to strategically minimize tax liabilities when making financial decisions or changes.
Investment Management
Actively manage your balanced portfolio based on your risk tolerance.
Retirement Income Planning
Creating a personalized retirement income plan that identifies your available sources of income and considers their tax implications.
Healthcare in Retirement
Planning for health care expenses in retirement for both you and your family is essential.
Estate Planning
Understanding your goals, concerns, assets, their ownership, and your family structure to ensure your wishes are carried out effectively.
Tax Planning
Examining all aspects of your financial situation to strategically minimize tax liabilities when making financial decisions or changes.
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.
