Welcome to Bulldog Financial
Bulldog Financial™ is a locally owned financial planning firm based in beautiful Watkinsville, Georgia. Since 2001, we’ve helped “mom and pop” business owners, families, individuals and widows achieve their financial goals.
We believe in crock pot planning, not microwave advice, which means we take a long-term approach and incorporate a wide range of ingredients to help ensure you are in a position to enjoy all the flavors life has to offer.
Read More About Us
Our Services
INVESTING FOR RETIREMENT
Saving and investing for retirement can be overwhelming. We help take the uncertainty out of investing by implementing a custom retirement strategy that complements your overall financial plan.
Read MoreESTATE PLANNING
You’ve worked hard to build you net worth, but your financial success is about more than achieving security for yourself. It’s also about leaving a legacy for your loved ones. We implement custom estate planning strategies to provide for those who matter most to you.
Read More
COLLEGE PLANNING
We work with you to implement a custom education savings strategy to minimize taxes and maximize your ability to help pay for the ever-rising cost of college tuition.
Read More
FOR ADVISORS
Go independent, but don’t go it alone!
As a branch office of LPL Financial, we provide a wide range of support to independent advisors, so you are free to do what you do best – deliver for clients.
Learn about the benefits of partnering with us.