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Planning For The Future.

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. 

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.


Retirement Solutions

We offer multiple options to best suit your needs.

Employer Sponsored Retirement Plans 

  • 401(k)

  • Simple IRA


Individual Retirement Plans

  • Traditional IRA

  • Roth IRA

  • 401(k) Rollover

Social Security

  • Your options

  • RMDs and how they affect you

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