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 Professionals and 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.
A trusted certified financial planner professional can serve as your co-pilot, helping you navigate life’s detours and providing 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.
Read more about Retirement Planning
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.
Read more about Financial Planning
Retirement marks a new chapter in life filled with opportunities for relaxation, hobbies, and quality time. As you embark on this exciting journey, choosing the right living arrangement is crucial. Retirement living options have evolved significantly, offering a diverse range of choices to suit various lifestyles and budgets. In this article, we will explore common […]
Read More
Have you ever watched a futuristic movie and thought to yourself, “Wow, that would be a cool world to live in!”? I had this moment while watching Spy Kids with my siblings as a tween. One of the characters wants to make dinner for her brother and chooses an index-card-sized plate wrapped in cellophane, places […]
Read More
It has been some time since Cathy and I have taken an extended vacation. Much of this had to do with COVID travel restrictions and my overall busy schedule. With all that said, we planned a cruise about six months ago and flew out the end of July. Only about four days had passed when […]
Read More