Welcome
Bulls Financial Group is committed to helping you achieve financial and life balance. With 24 years of experience, a strong foundation in continuity planning, and robust financial stability, we’re here for the long term, guiding you through market highs and lows. We’re passionate about educating our clients, ensuring you’re well-equipped to reach your financial goals. We are a firm who prioritizes your best interests, taking your trust seriously every step of the way.
Our plans will include: Establishing S.M.A.R.T. Goals, Attaining Knowledge and P.R.O.S.P.E.R., and Taking Action that is P.O.W.E.R.F.U.L.
CLIENT RELATIONSHIP JOURNEY
Get In Touch
Complete our initial meeting questionnaire ending with scheduling a intro call that is convenient for you. This will help us make your meeting a valuable and meaningful experience, addressing your concerns. After the intro call, we will schedule a meeting with Melinda.
Initial Meeting
A complimentary meeting explaining our methods and addressing your goals and objectives. We believe you should be confident with your advisory relationship, so there is no obligation to employ our services. However, we CANNOT give specific advice until you are a client.
Caring Client Initiation
Because we care and believe in transparency of what is expected and promised, we begin with a client care packet. This must be completed and signed BEFORE we can build your investment & financial road map.
Financial Plan Presentation
Our initial needs-based financial plan presentation designed specifically for you will walk you through your investments & financial road map. It will help you determine if you are on the road to reach your goals and see where changes may be necessary.
Engagement
Agreeing to this relationship stage we will start our work to implement your plan. We will work together with you to put all the pieces in place for a successful road map.
Ongoing Relationship
The ongoing Client & Advisor relationship is important to us. We will be there with you during all the ups and downs and market volatility to answer questions, offer reviews and adjustments as your financial goals change, and draw closer to your goals.
Get In Touch
Complete our initial meeting questionnaire ending with scheduling a meeting that is convenient for you. This will help us make your meeting a valuable and meaningful experience, addressing your concerns.
Initial Meeting
A complimentary meeting explaining our methods and addressing your goals and objectives. We believe you should be confident with your advisory relationship, so there is no obligation to employ our services. However, we CANNOT give specific advice until you are a client.
Caring Client Initiation
Because we care and believe in transparency of what is expected and promised, we begin with a client care packet. This must be completed and signed BEFORE we can build your investment & financial road map.
Financial Plan Presentation
Our initial needs-based financial plan presentation designed specifically for you will walk you through your investments & financial road map. It will help you determine if you are on the road to reach your goals and see where changes may be necessary.
Engagement
Agreeing to this relationship stage we will start our work to implement your plan. We will work together with you to put all the pieces in place for a successful road map.
Ongoing Relationship
The ongoing Client & Advisor relationship is important to us. We will be there with you during all the ups and downs and market volatility to answer questions, offer reviews and adjustments as your financial goals change, and draw closer.
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