Improving lives through sound financial planning.

Why You Need a Fiduciary

By Tull Financial Group | July 29, 2017

We are often asked by first-time callers to our office if we are a “Fiduciary.” It seems like the word is all over the news these days, but what exactly does it mean? In a nutshell, a fiduciary is a person or organization who is ethically bound to put a client’s best interests first at […]

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Back to Basics Part 2: Investing vs. Debt Payment

By Philip Tull | May 22, 2017

In my last blog we got back to the basics of how to prioritize paying down debts. Of course not everything is cut and dry, and as one of my friends pointed out, “Phil, your firm focuses on investments…shouldn’t I use my money to make more money in the stock market instead? Then I can […]

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Back to Basics Part 1: Managing Debt and Saving

By Philip Tull | May 16, 2017

Recently I was having a discussion with a friend in his mid-20’s who is working two jobs and in a very good position of low expenses and high income to maximize his debt payoff. We were discussing his opportunity to pay down his large student debt during this period and he went on to mention […]

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