Retirement

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.

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Retirement Solutions

We offer multiple options to best suit your needs.

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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