Bulldog Financial Planning

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Patrick Office Photo in Suit for Website.jpg

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Butch Looking at Laptop.jpg

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Business Page Facebook 3.jpg

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

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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.

What does Bulldog Financial Planning do?

Hourly Financial Planning is available to anyone without an assets under management requirement or hidden incentives.

Managed Accounts are available to clients seeking portfolio management for a simple annualized managed account fee without the hidden extra costs and 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 added discretionary help with implementing their strategies for rmds, gifts, and income plans.

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