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…
Yes, 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 essential. How can you get them done?
We love wealth management, financial planning, and being your financial advisor for retirement—and it’s what we do every day.
Tull Financial Group is your best certified financial planner—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 living your best life.
“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!
It is highly recommended that you choose a well-seasoned & highly experienced financial advisor with credentials.
Your trusted financial 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 to be your co-pilot in advance, when the economic winds and market turbulence hit, you will have a coach to rely on when emotions are high.
Having a trusted financial advisor as your co-pilot can help you navigate life’s detours and provide steps toward reaching your destination.
Wealth management is the ongoing process of managing your investments according to your objectives, combined with our specialized services for various financial planning needs such as tax planning, budgeting, purchasing decisions, and all life transitions.
Read more about Wealth managementWill I outlive my money?” Your retirement planning financial advisor 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 to maintain a comfortable lifestyle.
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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 risk management, tax planning, cash flow, and more.
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On December 29, 2022, the Consolidated Appropriations Act of 2023, containing a section known as SECURE 2.0, became law. It builds on the SECURE Act passed in 2019, revising existing rules around retirement saving. The legislation included considerable changes to improve the use of both ABLE and 529 accounts as well as paying off student […]
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Simplifying the Investment Strategy Debate In the world of investing, the 60/40 portfolio has long been hailed as a tried-and-true strategy for achieving a balanced and diversified approach. It typically consists of allocating 60% of the portfolio to stocks and 40% to bonds. However, as the financial landscape evolves and new investment opportunities emerge, questions […]
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For the past 20 or more years, Cathy and I have been rising early twice a week to join a 6:30 a.m. aerobics class. The participants have become like family over the years — to where we must know your date of birth before you can join. This is because the fellowship of gathering to […]
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