{"id":1760,"date":"2021-07-02T18:54:55","date_gmt":"2021-07-02T18:54:55","guid":{"rendered":"https:\/\/bulmanwealth.com\/?page_id=1760"},"modified":"2024-01-30T22:41:26","modified_gmt":"2024-01-30T22:41:26","slug":"services","status":"publish","type":"page","link":"https:\/\/bulmanwealth.com\/services\/","title":{"rendered":"Services"},"content":{"rendered":"\t\t
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Worried that your financial strategy
is Missing Something?\n\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\tWe are passionate in creating and maintaining easy-to-understand retirement plans that help you feel more confident in your financial future.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Your Dreams\n Matter<\/span><\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\tAt Bulman Wealth Group, we believe everyone should live the retirement that they\u2019ve always wanted. To do that, we feel you need to look beyond savings and investment. We knowbelieve\u2014that\u2019s what you\u2019ve been taught to look after\u2014but we think there are actually five pillars of retirement planning that need your consideration including investment, income, taxes, health care planning and legacy planning. \t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Income Planning<\/h2>\n
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The goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.<\/p> <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n

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This typically includes:<\/h2>\n
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  • Social Security Maximization<\/li>\n \t
  • Income and Expense Analysis<\/li>\n \t
  • Longevity Protection<\/li>\n \t
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  • Spousal Plan<\/li>\n<\/ul><\/p> <\/div>\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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    Investment Planning<\/h2>\n
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    The goal is to create an investment plan for the remaining assets not used in your income plan.<\/p> <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n

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    This typically includes:<\/h2>\n
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    • Assessing Your Risk Tolerance<\/li>
    • Evaluating Ways To Reduce Risk While Still Working Toward Your Goals<\/li>
    • Comprehensive Institutional Money Management<\/li>
    • Adjusting Your Portfolio To Reduce Fees<\/li>
    • Volatility Control<\/li><\/ul><\/p> <\/div>\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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      Tax Planning<\/h2>\n
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      The goal is to develop a strategy that can decrease tax liabilities in the future.<\/p> <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n

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      This typically includes:<\/h2>\n
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      • Assessing The Taxable Nature Of Your Current Holdings<\/li>
      • Strategizing Ways To Include Tax-Deferred or Tax-Free Money In Your Plan<\/li>
      • Strategizing Which Tax Category To Draw Income From First To Potentially Reduce Your Tax Burden<\/li>
      • Discussing Ways To Leverage Your Qualified Money To Leave Tax-Free Dollars To Your Beneficiaries<\/li>
      • Possible IRA Planning<\/li><\/ul><\/p> <\/div>\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        Health Care Planning<\/h2>\n
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        The goal is to create a plan addresses rising health care costs with a minimum of expense.<\/p> <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n

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        This typically includes:<\/h2>\n
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        • Looking at Medicare, Parts A, B, and D<\/li>
        • Analyzing Options For A Long-Term Care Plan<\/li><\/ul><\/p> <\/div>\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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          Legacy Planning<\/h2>\n
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          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.<\/p> <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n

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          This typically includes:<\/h2>\n
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          • Maximize Your Estate And Income Tax Planning Opportunities<\/li>
          • Protect Any Assets In Trust And Ensure They Are Distributed To Your Beneficiaries Probate Free<\/li>
          • Prevent Your IRA And Qualified Accounts From Being Fully Taxable To Your Beneficiaries Upon Your Death<\/li><\/ul><\/p> <\/div>\n\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n <\/div>\n\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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