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(864) 469-5991
Our Location
404 Memorial Drive Ext.
Suite C
Greer, SC 29651
BULL FINANCIAL
Bull Financial's 401(k) Self-Directed
Brokerage Program
Strive for the Retirement You Dream Of - Start Today!
"“We have been thoroughly impressed with Barry's management of the self-directed brokerage account at BMW. His expertise has provided us with peace of mind, as he has consistently offered better-performing investments that align perfectly with our overall financial strategy.”"
-Keith McCombs – Vision Specialist, BMW
-Erika Alvarado – Safety Support Production Associate, BMW
This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.
“The average brokerage window account balance was $334,263, almost three times greater than the overall 401(k) plan average.”
U.S. Department of Labor – 2021 Study on Self-Directed Brokerage Accounts within 401(k) Plans
What is a Self-Directed Brokerage Account?
Unlock Broader Investment Opportunities with a Self-Directed Brokerage Account (SDBA)
A Self-Directed Brokerage Account (SDBA) is a feature available in some company-sponsored retirement plans, such as 401(k), 403(b), and 457 accounts. This option allows participants to expand beyond the standard investment choices offered by their employer.
Bull Financials SDBA Program
Through Bull Financial's SDBA program, clients gain access to a wider array of investment opportunities. These include professional money management services, strategies for protecting against market downturns, and potential for long-term growth.
How is a
Bull Financial
SDBA different?
Enhanced Investment Management with a Self-Directed Brokerage Account (SDBA)
Investing in a Self-Directed Brokerage Account (SDBA) provides the opportunity for third-party management, allowing you to leverage professional expertise. Bull Financial partners with Howard Capital Management (HCM) to utilize their proprietary mutual fund models within the SDBA. This approach differs from traditional methods, where retirement plans are often set and left untouched or managed personally. Instead, HCM handles the management on your behalf, ensuring ongoing oversight and strategic adjustments.
Steps to further pursue your Self-Directed Brokerage Account:
Take the First Step in Optimizing Your Retirement Plan
Schedule a brief 15-minute call with Bull Financial using phone, email, or the provided scheduling link to explore your retirement plan options. Since each plan is unique, it's crucial to understand the specific options and details available to you.
Personalized Approach
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Risk Assessment: We'll use a quick risk tolerance questionnaire to gauge your comfort level with risk, aligning it with your financial goals and investment timeline.
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Account Setup and Investment Guidance: We'll assist you in opening your account and help allocate your funds into suitable investments, ensuring a smooth and informed process.
Reduce Impact,
Increase Leverage
“Statistically, a portfolio which suffers a 30% loss, takes a 43% gain to return to the previous portfolio value. We believe that when the impact of a major market downturn is reduced, the investor has greater leverage over a buy-and-hold portfolio. By overlaying our retirement portfolios, investors could be saving more than they think during their years invested in a company-sponsored retirement account.”
- Vance Howard
Howard Capital Management
Empower
Take Control of Your Investments Today
With our Self-Directed Brokerage Account, you have the freedom to manage your own investments and build your financial future. Take advantage of our expert tools and resources to make informed decisions and maximize your returns.
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Download our complimentary Self-Directed Brokerage Account Brochure
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Download our complimentary Howard Capital Self-Directed Brokerage Account
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Steps to join Bull Financial’s Self-Directed Brokerage Account Program
