Melinda Bulls
SERVICES
CLIENT ENGAGEMENT
Initial Complimentary Consult - Limit 1 Hour, Assessing Different Financial Household Situations
Regular Review Meetings
Monthly Economic Update and Newsletters
INVESTMENT PORTFOLIO DESIGN
Risk Assessment
Simple Brief Financial Plan
Initial Written Comprehensive Investment Plan
SEMINARS & EVENTS
Provide Educational Workshops
Specialized Events to Learn New Skills
RETIREMENT PLANNING
Detailed Retirement Income Analysis of Pensions, Social Security, Cash Flow, and Other Assets. Develop Strategies to Accumulate Retirement Assets in a Tax Efficient Manner
RISK MITIGATION
Overview of Advanced Insurance:
Auto, Home, Disability, Umbrella, Keyman, LTC and Health
ESTATE PLANNING
Long Term Care and Life Insurance
Comprehensive Legacy Plans & Gifting
Coordination Assistance with your Attorney
Legal Document Reminders
TAX MINIMIZATION STRATEGIES
Basic Tax Strategy Analysis Coordination Assistance with your CPA Year End Tax Strategy Planning Tax Minimization is a Significant Focus of your Financial Planning Success
ONLINE ACCESS
Virtual Meetings
Texting
Online Notebook
Online Account Access
Utilize Automation Interactions
OTHER FINANCIAL ASSESSMENTS
College Plans, Eldercare-Senior Parents, Cash Flow, Budgeting, Custom Reviews of Financial Concerns, Special Needs, Real Estate, & Small Business Specialization.
