Welcome

Bulls Financial group is a financial firm committed to helping you achieve balanced money, balanced life. With 23 years of history, continuity planning, and strong financials, we can assure you that we are here for the long haul regardless of market ups and downs. Having an affiliation as a Dave Ramsey SmartVestor Pro for 17 years, we strive in always educating our clients to meet their financial goals. Bulls Financial Group follows a Fiduciary Focus because we take your trust seriously by always putting your best interest first.

Our plans will include: Establishing S.M.A.R.T. Goals, Attaining Knowledge and P.R.O.S.P.E.R., and Taking Action that is P.O.W.E.R.F.U.L.

CLIENT RELATIONSHIP JOURNEY

1
 

Get In Touch

Complete our initial meeting questionnaire ending with scheduling a intro call that is convenient for you. This will help us make your meeting a valuable and meaningful experience, addressing your concerns. After the intro call, we will schedule a meeting with Melinda.

2
 

Initial Meeting

A complimentary meeting explaining our methods and addressing your goals and objectives. We believe you should be confident with your advisory relationship, so there is no obligation to employ our services. However, we CANNOT give specific advice until you are a client, as specific advice requires a Series 67 or 7 license and denotes a fiduciary.

3
 

Caring Client Initiation

Because we care and believe in transparency of what is expected and promised, we begin with a client care packet. This must be completed and signed BEFORE we can build your investment & financial road map.

4
 

Financial Plan Presentation

Our initial needs-based financial plan presentation designed specifically for you will walk you through your investments and financial road map. It will help you determine if you are on the road to reach your goals and see where changes may be necessary.

5
 

Engagement

Agreeing to this relationship stage we will start our work to implement your plan. We will work together with you to put all the pieces in place for a successful road map.

6
 

Ongoing Relationship

The ongoing Client and Advisor relationship is important to us. We will be there with you during all the ups and downs and market volatility to answer questions, offer reviews and adjustments as your financial goals change, and draw closer to your goals.

1

Get In Touch

Complete our initial meeting questionnaire ending with scheduling a meeting that is convenient for you. This will help us make your meeting a valuable and meaningful experience, addressing your concerns.

2

Initial Meeting

A complimentary meeting explaining our methods and addressing your goals and objectives. We believe you should be confident with your advisory relationship, so there is no obligation to employ our services. However, we CANNOT give specific advice until you are a client.

3

Caring Client Initiation

Because we care and believe in transparency of what is expected and promised, we begin with a client care packet. This must be completed and signed BEFORE we can build your investment and financial road map.

4

Financial Plan Presentation

Our initial needs-based financial plan presentation designed specifically for you will walk you through your investments and financial road map. It will help you determine if you are on the road to reach your goals and see where changes may be necessary.

5

Engagement

Agreeing to this relationship stage we will start our work to implement your plan. We will work together with you to put all the pieces in place for a successful road map.

6

Ongoing Relationship

The ongoing Client and Advisor relationship is important to us. We will be there with you during all the ups and downs and market volatility to answer questions, offer reviews and adjustments as your financial goals change, and draw closer.

Click the link below to schedule your complimentary call today!

Melinda Bulls


BOOK MEETING