top of page

Bulldog Financial Planning

Patrick Office Photo in Suit for Website.jpg
Patrick Office Photo in Suit for Website.jpg

press to zoom
Butch Looking at Laptop.jpg
Butch Looking at Laptop.jpg

press to zoom
Business Page Facebook 3.jpg
Business Page Facebook 3.jpg

press to zoom
Patrick Office Photo in Suit for Website.jpg
Patrick Office Photo in Suit for Website.jpg

press to zoom
Home: Welcome

Bulldog Financial Planning's Mission Statement is simple:  Put you and your family first while delivering you dependable expertise with every service.

The Fee Only company has a fiduciary responsibility to every client which means Patrick will put you and your family's interests first.

Simple Fee Structure with Full Disclosure of Compensation


Hourly Financial Planning/Wealth Management Fees

Wrap Expenses for Discretionary Managed Accounts/Wealth Management

What does Bulldog Financial Planning do?

Hourly Financial Planning or Wealth Management is available to anyone without an assets under management requirement, a transfer of assets or other hidden incentives.

Discretionary Services: 

Managed Accounts are available to clients seeking portfolio management for a simple annualized managed account fee without the hidden extra costs and allows direct access to their portfolio manager.

Wealth Management for clients wanting a fee only full time financial planner,  portfolio manager, and a wealth manager to help implement their investment strategy for all of their accounts including discretionary assistance with implementing their strategies for rmds, gifts, and income plans.

Sharing Knowledge:

Financial Planning Seminars or Training Sessions are available for groups or employees.

bottom of page