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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 60 and Older

Staying Growth-Oriented
with Proper Risk-Management

“Barry has worked with me to put together a sound financial plan that addresses growth, income and tax planning. Since starting with Barry in March of 2022, I have retired at the age of 60, paid off a new house, and been able to increase my assets.”

- Krista Gibson
Retired from Greer Community Services

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 Over Age 60

Bull Financial will focus on keeping your hard earned assets and optimizing your taxes, Social Security and Medicare strategies.

  • Investment Strategy

  • Staying Growth Oriented with Proper Risk Management

  • Long-term Tax Planning

    • The use of efficient Roth conversions to increase wealth and shield funds from tax increases.​

  • Social Security Optimization​

  • Income Planning

  • Medicare Premium Planning

    • Avoiding qualifying for increased Medicare premiums​

  • Inheritance Planning​

  • Estate and Legacy Planning

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