Recently I listened to an interview with Fred Smith, the highly respected founder and executive chairman of FedEx Corporation. He shared how over the next months or years policy changes need to be made when it comes to government spending and debt. Federal spending has risen dramatically to where almost $2 trillion was borrowed last […]Read More
Your 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?
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?
That is where we come in.
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.
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 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.
Managing Your Flight Path
Having a trusted financial advisor as your co-pilot can help you 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 various financial planning needs such as tax planning, budgeting, purchasing decisions, and all life transitions.
Will 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.
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.
The holiday season is in full swing now, and you likely have a list of things to do that is just as long as Santa’s. While this is a truly magical time of year — twinkling lights aglow, Christmas music setting the tone in stores, and everyone feeling the Christmas spirit – the holidays also […]Read More
Responsibility In the 1980’s, companies that offered pensions began to substitute them with defined contribution 401(k) plans. Corporate America did this to reduce costs and transfer risk onto the employees. As a result, it is your responsibility as the employee to understand and participate in planning for your retirement. However, at Tull Financial Group, it […]Read More