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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. 

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.


Planning For The Future.


  • Employer Sponsored Retirement Plans 

    • 401(k)


    • SEP IRA

  • Individual Retirement Plans

    • Traditional IRA

    • Roth IRA

    • 401(k) Rollover

  • Social Security Strategies 

    • Your options

    • RMDs and how they affect you