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Announcing Subscription Fees

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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.






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(401) 227-3957

23 A St
Cumberland, RI 02864

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©2022 by Bulldog Financial Planning. Proudly created with Wix.com

“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Additional information can be found in Bulldog Financial Planning's ADV which is available on the SEC’s website at www.adviserinfo.sec.gov.  Search for Bulldog Financial Planning in Cumberland, RI.

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Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers and investing.

   

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