Our Products & Services
Above & Beyond
We go above and beyond the scope of conventional financial planning offered by most firms. Barry takes a Holistic Planning approach when working with his clients.
By taking this approach, Barry is able to work with his clients in more detail to help create a custom plan to help ensure a more successful outcome. Barry will review each individual’s investments, retirement plans, tax liability, insurance exposure, tuition costs, social security and estate planning to make sure your plan is built to achieve your goals.
At Bull Financial
It’s about helping you achieve what you want and bettering your life.
Our Services
Retirement Planning
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Business Continuation Plans
- Deferred Compensation
- Money Purchasing Plans
- Profit Sharing Plans
- LIRP Planning
Investment Planning
- Mutual Funds
- Managed Portfolios
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Educational IRA
- Brokerage Accounts
- Variable Annuity
- Fixed Indexed Annuity
Insurance Planning
- Life Insurance
- Long-Term Care Insurance
- Disabilty Income Insurance
- Medicare Supplement Insurance
Our approach and most of all our strategies are unique, cost-effective, and designed to help maximize our client’s financial lives.
