Bulman Wealth Group

Bulman Wealth Group We offer clients an impressive depth of experience in investment planning, insurance, and estate planning. For more information, please visit our website.

Bulman Wealth Group serves individuals and families in Northern and Southern California, offering comprehensive financial planning services. We focus on retirement income planning, investment management, tax planning, healthcare in retirement planning, and estate planning. We aim to help clients navigate their financial journey by developing personalized strategies. We strive to understand each cl

ient's unique goals and priorities. www.bulmanwealth.com

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Disclosure:

โ€œLikesโ€ should not be considered a positive reflection or endorsement of the investment advisory services offered by the advisor โ€“ but simply a mechanism available to circulate our page. Visitors to this page must refrain from posting positive reviews of their experiences with the advisor or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all Clients of the advisor. Advisory services are offered through Bulman Wealth Group an SEC registered investment advisor. Insurance products and services are offered through BWG Insurance Agency, an affiliated company. CA Insurance License . Being registered as an investment advisor does not imply a certain level of skill or training. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results. Purchases are subject to suitability. This requires a review of an investorโ€™s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. Bulman Wealth Group and BWG Insurance Agency are not affiliated with or endorsed by the Social Security Administration or any other government agency.

๐Ÿ“šโœ๏ธ Back to School: BWG Throwback Edition! ๐ŸŽItโ€™s back-to-school season, and weโ€™re taking a little trip down memory lane!...
09/02/2026

๐Ÿ“šโœ๏ธ Back to School: BWG Throwback Edition! ๐ŸŽ

Itโ€™s back-to-school season, and weโ€™re taking a little trip down memory lane!

Before the meetings, spreadsheets, client calls, and careers, we were just kids heading off to school with backpacks, big dreams, questionable hairstyles, and maybe a few missing teeth. ๐Ÿ˜„

We asked members of the Bulman Wealth Group team to share one of their favorite childhood back-to-school photosโ€”and we had to share them with you!

Think you can guess whoโ€™s who? ๐Ÿ‘€

Drop your guesses in the comments before you swipe to see the answers!

Hereโ€™s to new beginnings, lifelong learning, and never being too old for a good back-to-school photo. โค๏ธ

09/02/2026

When you leave an inheritance to your children or grandchildren, are you leaving them financial security, or a tax burden? ๐Ÿ’ก

Traditional IRAs often leave beneficiaries with heavy tax obligations upon withdrawal. Transitioning assets into a Roth IRA creates a powerful legacy strategy: your loved ones receive tax-free money, allowing every dollar to work directly for them.

So why wouldn't every advisor recommend this?

Because converting or moving funds to a Roth IRA sometimes means an advisor manages fewer taxable assets under fee structures. True independent fiduciary financial advisors look out for your best interest, not their own. If your advisor tells you to push off critical tax decisions, it might be time to evaluate whether their guidance serves your goals.

At Bulman Wealth Group, our fee-only financial planning team in Roseville, CA, helps families build comprehensive strategies, covering everything from retirement tax benefits to long-term care and legacy planning.

Watch the full clip to learn how to protect your legacy, and claim your Financial Compass Review by calling 916-458-8199 or visiting https://hubs.ly/Q04w9D7q0

09/01/2026

Pensions used to be the bedrock of retirement, but with less than 15% of Americans receiving one today, the responsibility of funding retirement now falls entirely on individual 401(k)s and savings. ๐Ÿ’ผ

So, how do you create guaranteed income in retirement without taking on unnecessary market risk?

Many investors hear the word "annuity" and hesitate due to the high fees associated with traditional variable annuities. However, Fixed Indexed Annuities (FIAs) operate entirely differently:

๐Ÿ“ˆ Market Gains: You capture upside growth when the market performs well.
๐Ÿ›ก๏ธ Principal Protection: You lock in earnings so your balance doesn't drop when the market takes a downturn.
๐Ÿ’ฒ Lower Costs: Most fixed index annuities carry no annual fee structure.

If you are a conservative investor looking to grow your wealth while protecting your principal from downside volatility, understanding your options is essential.

Ready to align your portfolio with your goals? Connect with a local financial advisor in Roseville, CA, or request a customized fee-only financial plan at Bulman Wealth Group.

https://hubs.ly/Q04tD-1K0

08/31/2026

Would you start a business partnership if the other person refused to tell you their share of the profits until 20 years from now? ๐Ÿ›‘

Thatโ€™s exactly what happens when you blindly fund a traditional 401(k) or IRA without a forward-looking tax strategy. You are partnering with Uncle Sam, and he can change the tax rules, and his percentage, whenever he wants.

Right now, we know the tax rules. In 10, 20, or 30 years? Income taxes could be significantly higher. Don't leave your hard-earned wealth to the unexpected.

Looking for a trusted financial advisor Roseville California? At Bulman Wealth Group, we specialize in wealth management roseville, comprehensive retirement planning Roseville CA, and maximizing retirement tax benefits California. Let's build your Financial Compass roadmap today. ๐Ÿงญ

https://hubs.ly/Q04tF2gL0

08/30/2026

The investment strategy that built your nest egg during your working years isn't the same strategy that will protect it in retirement. ๐Ÿ“‰

Relying on a "one-size-fits-all" approach leaves you vulnerable to two major risks:
1๏ธโƒฃ Too much growth/risk: Market downturns force you to sell assets at a loss just to generate everyday income.
2๏ธโƒฃ Too much cash: Staying "safe" means losing purchasing power to inflation over a 20- to 30-year retirement.

When relying on Social Security or pensions, most retirees still face an income gap. Without a structured bucket approach to separate short-term cash needs from long-term growth, managing your money quickly gets discombobulated.

Looking for local, tailored guidance on wealth management or retirement planning in Roseville, CA? Connect with our team at Bulman Wealth Group today!

https://hubs.ly/Q04tFlLv0

Group

08/28/2026

When growing a family, many people jump straight to savings or college funds. But true legacy planning starts by addressing life's most critical question: If something happens to you, is your family fully protected? ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘ง

At Bulman Wealth Group, comprehensive financial planning begins with identifying what matters most to your unique family structure. Before focusing on accumulation, a complete plan establishes foundational protections, such as a trust, a will, and proper life insurance coverage, to ensure your loved ones are taken care of, no matter what.

Looking for tailored wealth management in Roseville, CA? Connect with our team at Bulman Wealth Group today to start building your personalized financial roadmap.

https://hubs.ly/Q04tFlKB0

Is your retirement income keeping up with the real world?Youโ€™ve saved a "number," but as the cost of groceries and healt...
08/27/2026

Is your retirement income keeping up with the real world?

Youโ€™ve saved a "number," but as the cost of groceries and healthcare rises, that number doesn't buy what it used to.

Many people fail to account for inflation in their long-term retirement strategies (20-30 years), which can put their future lifestyle at risk as costs rise. We discuss major concerns, such as purchasing power and longevity, weekly on Your Financial Compass.

Watch the latest episode to see how to stay ahead: https://hubs.ly/Q04vpNLW0



This program and related materials are for informational purposes only and should not be considered investment advice or a solicitation to buy or sell any security.

08/27/2026

Is your investment risk tolerance holding your money back? ๐Ÿ“ˆ

When taking a risk quiz, many people wonder: Is this testing my feelings, or where my investments actually ought to be?

The answer is both. Your risk score gives your advisory team a baselineโ€”not a static rule. In fact, one of the biggest pitfalls we see is young investors in their 30s playing it far too conservative when they still have 25 to 30 years of growth ahead of them.

Because life changes and comfort levels shift over time, re-evaluating your risk tolerance every few years is critical to staying on track.

https://hubs.ly/Q04tDSG50

Looking to align your investments with your long-term goals? Connect with our team at Bulman Wealth Group in Roseville, CA, to build a plan tailored to your timeline.

https://hubs.ly/Q04tDRDK0

Group

๐— ๐—ฒ๐—ฒ๐˜ ๐—ญ๐—ฎ๐—ป๐—ฒ ๐—ช๐—ถ๐—น๐—น๐—ถ๐—ฎ๐—บ๐˜€.Client Support Specialist II, problem-solver, lifelong golfer, Sacramento native, and loyal Dodgers f...
08/26/2026

๐— ๐—ฒ๐—ฒ๐˜ ๐—ญ๐—ฎ๐—ป๐—ฒ ๐—ช๐—ถ๐—น๐—น๐—ถ๐—ฎ๐—บ๐˜€.

Client Support Specialist II, problem-solver, lifelong golfer, Sacramento native, and loyal Dodgers fan.

Zane is known for his calm approach, analytical thinking, and willingness to take on any challenge. After recently passing his Series 65 exam, Zane became a licensed Financial Advisor and is continuing to expand his knowledge under the mentorship of Chris Bulman. His dedication to learning, thoughtful perspective, and commitment to finding effective solutions make him a valued member of our team.

A graduate of Sacramento State University, Zane earned dual bachelorโ€™s degrees in Computer Science and Mathematics. His background in numbers, technology, and problem-solving brings a unique analytical perspective to his work and the clients we serve.

Outside the office, Zane enjoys spending time on the golf courseโ€”a game he learned from his dad and grandpa. He also enjoys exploring new restaurants, attending local car shows, and cheering on the Los Angeles Dodgers.

We are proud to have Zane on the Bulman Wealth Group team and excited to see all he continues to accomplish.

๐—–๐—ผ๐—บ๐—บ๐—ฒ๐—ป๐˜ ๐—ฏ๐—ฒ๐—น๐—ผ๐˜„ ๐˜๐—ผ ๐˜€๐—ฎ๐˜† ๐—ต๐—ฒ๐—น๐—น๐—ผ ๐—ฎ๐—ป๐—ฑ ๐—ฐ๐—ผ๐—ป๐—ด๐—ฟ๐—ฎ๐˜๐˜‚๐—น๐—ฎ๐˜๐—ฒ ๐—ญ๐—ฎ๐—ป๐—ฒ ๐—ผ๐—ป ๐—ฏ๐—ฒ๐—ฐ๐—ผ๐—บ๐—ถ๐—ป๐—ด ๐—ฎ ๐—น๐—ถ๐—ฐ๐—ฒ๐—ป๐˜€๐—ฒ๐—ฑ ๐—™๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—”๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ!

08/26/2026

Planning for the future isn't just about managing investments; it's about helping protect the people and causes that matter most to you. โค๏ธ

When we sit down with new clients at Bulman Wealth Group, we guide them through our 5 Points of the Financial Compass: Income, Taxes, Health Care, Legacy, and Investments.

Addressing legacy upfront helps us answer the core question: What does this money truly mean to you?

Whether your goal is to leave a legacy for future generations, give back to charity, or simply help ensure you never outlive your retirement savings, structured estate planning provides clarity and confidence.

Need help aligning your estate and retirement strategy? Talk to our fee-only financial planning team in Roseville, CA today: https://hubs.ly/Q04tDQjr0

Address

3300 Douglas Boulevard Suite 200
Roseville, CA
95661

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

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