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What We Do

Retirement is the <em>biggest</em><strong>&#160;</strong>financial decision you&#8217;ll make.

Retirement is the biggest financial decision you’ll make.

Traditional financial advisors serve an important purpose as general practitioners–someone who can add a little perspective to a lot of areas. At Buller Private Wealth, we believe that when it comes to your retirement, you deserve a specialist–someone with training and experience to put all the pieces of a retirement income plan into place on your behalf. So, that's precisely what we offer.

Before we dive into how we help, it's important you know that retirement planning doesn’t mean you have to retire. It means we want to help you reach a point where you don’t have to work to earn a living–the point where you can choose what you want to do with your time. Now, let's break down how we help you get there.

Three core elementsNo matter where you are on your journey.

Consider it your G.P.S. to retirement success:

Goals

We have two critical questions to answer. First, what are you investing for? The second and more specific question then becomes: how much is enough?

We'll help you develop a retirement vision that clarifies what's important to you so you can align your money and decisions to a future you've designed on purpose.



Plan

Only after you've set goals can we develop a written, date-specific, dollar-specific plan for accumulating the capital sum you need in the time allotted.


We'll help you develop a personal financial plan so you will always know where you are today relative to where you expected to be. Don't worry, there's always room for adjustment along the way!


Solutions

The last piece of the puzzle is the portfolio that we choose together to fund your plan.


We'll help you develop a lifetime investment strategy that is planned around your lifenot the other way around. You will always know how to measure investment success because each “bucket” of your portfolio is invested based on its purpose: building, spending, or preserving wealth.

How close to retirement are you?

We adjust the process slightly depending on your life stage.

Pre-Retirement

Pre-Retirement

Way to go! You're taking initiative for the future you want. Doing so, however, can mean that you find yourself in the messy middle—prioritizing and balancing retirement savings with family expenses. So, as we create your G.P.S. to retirement success, we’ll consider a few things unique to this season.

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Nearing Retirement

Nearing Retirement

Congratulations! You've worked hard, and you're nearing retirement. At this point in life, it's critical that your money and your decisions are aligned toward a common goal. So, as we create your G.P.S. to retirement success, we’ll consider a few things unique to this season.

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In Retirement

In Retirement

Well done! Hopefully, you're enjoying the rewards of a meaningful career. As you enter this new phase in life, you may be wondering, “Am I missing anything?” Let’s double-check! As we create your G.P.S. to retirement success, we’ll consider a few things unique to this season.

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