Robert W. Tull
(CFP®, MBA)
This advisor specializes in the following areas of expertise:
- Ongoing Investment Management
- Retirement Plan Investment Advice
- Planning Issues for Business Owners
- Retirement Planning & Distribution Rules
- Tax Planning
- Insurance Related Issues, including Annuities
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.
Additional Information
We would welcome the opportunity to assist you with your financial planning and wealth management needs. Your initial visit is complimentary, and fees are quoted and agreed upon in advance, and are clearly disclosed.
Please visit our website for more information: www.TullFinancial.com
NAPFA Start Date
August 01, 2006
Industry Start Date
June 01, 1985