Robert Tull (CFP®, MBA)
Robert Tull focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Business Owners
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
Planning Specialties
We assist you in defining and prioritizing your financial goals and objectives, and then develop a realistic plan for achieving these stated goals. We offer complimentary initial consultations, and fees are clearly disclosed in advance. Please contact us if you need help with:
- Financial Planning
- Wealth Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Multi-Generational Planning and Transitions
- Financial Planning for Life Transitions (retirement, divorce, loss of spouse, change of jobs, etc.)
Additional Information
We would welcome the opportunity to assist you with your financial planning and wealth management needs. Your initial visit is complimentary. We are a fee-only firm, with fees clearly quoted and agreed upon in advance.
Please visit our website for more information: www.TullFinancial.com
NAPFA Start Date
August 01, 2006