SERVICES – Bulldog Financial

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.

ESTATE 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.

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.

RETIREMENT INCOME PLANNING

Life changes in retirement. No longer do you have a steady stream of employment-based income to cover your daily living expenses. No longer are you saving for the future.

SOCIAL SECURITY TIMING

We help you determine the optimal timing to begin receiving Social Security payments based on your personal financial situation

INHERITANCE PLANNING

Receiving an inheritance can be an emotional and overwhelming event, which is why we help you make smart decisions so that no detail is overlooked.