45 and Younger

Retirement Planning:
Age 45 and Younger

Long-term retirement planning puts you ahead of the game.

“Barry has been so easy to work with. He explains our investments in a way we understand, always takes the time to meet with us and provide financial planning advice, and has done an excellent job managing our accounts. We feel comfortable working with him for all of our investments and would definitely recommend him.”

-Kelly Prestel
V2X, Vice-President of Financial Planning and Analysis

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.

“Industry studies estimate that professional financial advice can add up to 5.1% to portfolio returns over the long term, depending on the time period and how returns are calculated.”

Russell Investments' 2023 “Value of a Financial Advisor” estimates the value added at approximately 5.12%.

At Bull Financial, we understand the importance of financial planning for individuals aged 45 and younger.

Investment Strategy
for a 40 year old with $100,000

What is your $100,000 investment worth at age 65?

at 8%

$100,000 grows to $685,847

at 12%

$100,000 grows to $1,083,470

Discover the Power of Investing Early
for a Bright Financial Future

At Bull Financial, we understand the importance of planning for a successful financial future. That's why we offer tax-efficient investment strategies designed to help you maximize your returns and minimize your tax liability.

Long Term Tax Planning Creates More Retirement Wealth
Reduced Social Security Planning
Educational Savings:
Understanding the Pros and Cons of 529 Plan Saving
Understanding the Costs and Benefits of Health and Wellness Planning

Retirement Planning: Age 45 and Younger