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Bulldog Financial Planning

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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.

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.

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