Bulldog Financial Planning is offering subscription based financial planning for clients. The payment amount will be based on the estimated number of financial planning hours. Clients can still pay for as much advice as they want or need and pay a monthly or quarterly fee.
Assets under management are also still not required under a BFP subscription. Feel free to bring your 401k, 403b, 529, ABLE, brokerage, mutual fund, or treasury direct account statements. You could also ask for a second opinion on any major product purchase.
We can schedule sessions monthly, quarterly, semi-annually, or whenever it fits your schedule.
These sessions are focused on the part of your financial plan that is most important for you and do not include sales presentations on products.
Bulldog Financial Planning will meet with you by phone, virtually, in person at the home office in Cumberland, RI or a location of your choice.
Areas of expertise include retirement planning, investment strategies, college planning, special needs financial planning, budgeting and income planning including social security.