Failing to plan is planning to fail


A sound retirement strategy is paramount in building an effective financial plan.  At Bulmer Financial Group we are committed to creating retirement solutions that are tailor-made for each and every client, whether they are a single person, family, or a company. 

Retirement Solutions

Offering a wide variety of services covering most retirement needs, our advisors at BFG have the knowledge and experience to guide their clients effectively through their retirement years.

  • Employer Sponsored Retirement Plans 
    • 401(k)
    • SIMPLE IRA
    • SEP IRA
  • Individual Retirement Plans
    • Traditional IRA
    • Roth IRA
    • 401(k) Rollover
  • Social Security Strategies 
    • Your options
    • RMDs and how they affect you