Certified Financial Planner
You are busy living life.
You’re building your career, raising your family, helping your aging parents, and maybe even finding time to hit the gym. But there’s that nagging feeling…
You should be doing more, right?
Especially with your money. You know you should have a financial plan. You know you should be a smart investor. You know you might be paying too much in taxes, or that you should set up a trust.
There are only so many minutes in a day, but you know these things are important. How can you get them done?
This is where we come in…
Wealth management and financial planning is what we love to do, and it’s what we do every day.
Tull Financial Group is a fee-only advisory firm, and a proud member of NAPFA (National Association of Personal Financial Advisors) . We have a fiduciary duty to all clients and act solely in the best interest of our clients at all times.
Partnering with our CERTIFIED FINANCIAL PLANNER™ professional and our team of skilled financial advisors can help you accomplish more with your hard-earned money, while you’re living your already full life.
Your Flight path
“If you don’t know where you are going any path will get you there”. Every plane has a flight path to its destination. Begin defining your unique financial flight path with us today!
Finding a Trusted Advisor
It is highly recommended that you choose a well-seasoned & highly experienced financial advisor with credentials.
Assign a Co-pilot
Your trusted advisor should listen attentively to your concerns and fully understand the type of life you desire during retirement.
Get a head start and see where your risk tolerance lies. By selecting a financial advisor in advance to be your co-pilot, when the financial winds and market turbulence hit, you will have a coach to rely on when emotions are high.
Managing your flight path
Having a trusted advisor as your co-pilot can help navigate life’s detours and provide steps toward reaching your destination.
We are here for You
Wealth management is the ongoing process of managing your investments according to your objectives, combined with our specialized services for a variety of financial planning needs such as tax planning, budgeting, purchasing decisions, and all life transitions.
Will I outlive my money?” We can help you answer this question by establishing your retirement goals, accounting for potential bumps in the road, creating a solid plan, and implementing a withdrawal strategy so that you maintain a comfortable lifestyle.
Our financial plans provide a clear, holistic, and objective view of your current financial situation as it relates to your goals. It also provides the variables to monitor as you work towards these goals. Financial planning covers areas such as risk management, tax planning, cashflow, and others.