Disclosures
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Firm Brochure: The Firm Brochure is filed with State regulators. The details provide a narrative summary of my company. This includes the services provided, the fee structure, methods of analysis, and details available in the appendix related to the WRAP fee programs.
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Customer Relationship Summary: This highlights some common questions related to the services provided by BFP.
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CIP Notice to Clients: We will review this notice prior to me collecting personal information from you.
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The Bulldog Financial Planning Engagement Letter: This will describe your customer relationship with me including the specific services provided, the payment options, and set the expectations. This will be sent to you.
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The Discretionary Advisory Agreement for Managing Assets Letter and the Financial Planning Agreement: These forms describe the customer agreement terms for financial planning, investment account management, and wealth management. These have to be signed prior to providing the services.
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Code of Ethics: My company is dedicated to maintaining its integrity and professionalism while providing you with dependability, loyalty and expertise. You can request a copy of my company's code of ethics as referenced in the Firm Brochure.
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The Privacy Policy: This policy describes how your personal information is used, stored, and how it may be shared. Click the menu item above to view the Privacy Policy page of this site.
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Business Continuity Plan: There is a plan in place to ensure that services will continue during business disruptions. This is available upon request.

Privacy Policy
Bulldog Financial Planning is a sole proprietorship that is committed to protecting the privacy of every client. Your privacy is a top priority of my company. My firm is required by law to provide you with this privacy notice to explain the Privacy Policy and how I collect, use and safeguard your personal financial information. Click Read More for the full policy.
If you have any questions after reading this notice, please contact me at (603) 860-5450 or email at BulldogFinancialPlanning@outlook.com.
