Who We Serve

Bulman Financial serves as a consistent guide through the ever-evolving landscape of life, helping business owners, individuals, and families navigate a wide array of significant changes. We help translate these life events into actionable financial strategies, adapting plans for everything from accumulating wealth for future goals to strategically distributing assets in retirement.

Having a trusted guide during these pivotal moments not only simplifies complex decisions but also instills a profound sense of confidence, knowing you have a clear roadmap and support to help you achieve your financial aspirations.

Business Owners

For successful business owners, we specialize in creating financial balance and purpose that aligns with your future vision. Unlike traditional personal financial planning, our approach to business owner planning uncovers unique financial opportunities. These opportunities drive meaningful change, propelling your business, you, and your family toward greater success.

We can help you with:

Solvency Analysis: Where the business is today
Business Partner Assessment and Goals
Buy or Sell Analysis
Business Continuation Planning

Key Player Contingencies
Personal Economic Impact Assessment
Family Business Viability Plans

Life 2.0

People go through seasonal life changes which we call the 2.0 phase of life. These major changes usually require a fresh plan for your finances.

We are experienced with helping people navigate major life changes and supporting you each step of the way.

We can help you navigate:

Divorce
Losing a Spouse
Changing Careers
Becoming a Parent

Families & Retirees

For families, we'll help you create a clear budget, optimize investments aligned with your specific goals and risk tolerance, and establish essential safeguards like life and disability insurance. When it comes to retirees and pre-retirees, we focus on designing a sustainable income plan, optimizing your Social Security, strategically managing healthcare costs, and ensuring a comfortable, lasting lifestyle for your retirement.

Corporate Executives

We offer specialized support to corporate executives, whose financial situations often involve unique complexities beyond typical personal finance.

This includes guidance on navigating intricate executive compensation packages (like stock options, restricted stock units, and deferred compensation), developing strategies to manage concentrated stock positions to mitigate risk, and optimizing tax implications associated with their high income and equity awards.

We can guide you through:

Non-qualified stock options (NSOs or NQSOs)
Incentive stock options (ISOs)
Restricted stock
401(k) and Stock Purchase Plan

Pension
Deferred Compensation
Other compensation perks

Speak with an advisor today!

See how Bulman Financial can help you leave a lasting legacy.

Make an Appointment