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.

Our clients find value not only in the answers we provide, but also in the questions we know to ask. We take the time to get to know you, and we develop strategies to help you pursue your long-term goals. To do so, we offer the following services:

• Investing for Retirement
• Estate Planning
• College Planning
• Retirement Income Planning
• Social Security Timing
• Inheritance Planning

If you’re looking for a partner to help you plan for the future, you’ve come to the right place.

Contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you