Financial Planning Services Offered
Hourly Financial Planning from a CERTIFIED FINANCIAL PLANNER™ professional (Patrick Randall) owner of an independent fee only fiduciary.
Financial Planning or Wealth Management Advice is offered as an Hourly Service
Second Opinions on Major Financial Decisions
like Social Security or Investment Strategies including how to handle current market trends.
Periodic Planning Sessions on a monthly,
quarterly, or semi-annual basis.
Active 401k or 403b Plans (eligible custodians)
Traditional (pre-tax and non-deductible)
Small Business Retirement Plans
Investments Used in the Strategies
Individual Equities - Common, Preferred
Fixed Income - CDs, Treasuries, Corporate, Municipals, Savings Bonds
Mutual Funds or ETFs - Various Asset Classes, Sectors and sponsors
MMKTs or Savings Accounts
Precious Metals - Coins and Bullion
and Certain CryptoCurrency - Bitcoin, Ethereum
Client's Socially Responsible Investment Requests are incorporated into your portfolio.
Financial Planning Seminars or Training Sessions
Sharing Knowledge and Educating
Bulldog Financial Planning can provide educational or training sessions to individuals, employees, social clubs, or other groups.
The scope of these sessions are based on interest: topics include trading, current market trends, investments, retirement, or available by request.
Schedule an appointment or reach out to learn more.