Our Experience is Our Greatest Asset
Bull Financial has 20 years of experience in the financial industry and offers specialized retirement planning for employees of Michelin. We are located in Greer and we work directly with Michelin associates to manage their company provided investment accounts.
Michelin Employees Receive:
- Personalized investment portfolios implemented into your Self-Directed Brokerage Account.
- Quarterly investment updates for your 401(k) fund allocations.
- A written financial plan that focuses on accumulation of retirement funds and how to structure your individual plan to be the most tax-efficient during retirement.
- A local source, located in Greer, to meet with you face-to-face that you can work with during and after employment at Michelin.
Retirement Planning Focuses on a Process that Includes:
- Understanding each individual’s long-term, mid-range and short-term financial goals.
- Developing a plan based on twenty years of financial experience and a thorough understanding of Michelin’s retirement and benefit programs.
- Maintaining accountability through proper communication and monitoring of investment returns.
For more details, schedule a complimentary 15 minute consultation by clicking here. You may also call (864)469-5991 or email us at barry@bull.financial.
Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research Advisors, Inc., a broker-dealer, Member FINRA/SIPC to residents of South Carolina, North Carolina, Florida, Tennessee, Texas, and Illinois. Cambridge and Bull Financial are not affiliated.
Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to consider loss, including loss of principal.
