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Call Us

(864) 469-5991

Our Location

404 Memorial Drive Ext.

Suite C
Greer, SC 29651

BULL FINANCIAL

Retirement Planning:
Age 45 to 60

Pursuing Early and Healthy Retirements

“My experience with Barry has been more than I expected. From managing my accounts, to expanding my business, to coordination with attorneys and CPAs his knowledge has made my life easier.”

-Mandi Newton
Little Me Academy

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.

Investment Strategy for Someone Age 45 - 60

Bull Financial  will focus on growing your assets in a responsible manner to achieve a prosperous retirement.

  • Growth Oriented with Risk Management

  • Tax Planning to Increase Retirement Wealth

    • Often achieved by the proper amount and structure of Roth conversions​

  • Reduced Social Security Planning

  • Health Cost Planning

    • Costs involved in early retirements and possible increased Medicare premiums​

  • Pension Planning​

  • Inheritances

    • Making the best decision with inheritance funds for your situation​

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