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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. 

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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

Planning For The Future.

RETIREMENT SOLUTIONS

  • 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

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Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Bulmer Financial Group and Securities America are separate entities.