---
title: Your Financial Compass | Your Path to Retirement | Bulman Wealth Group
description: Discover a practical framework for a purposeful retirement with Chris Bulman's Your Financial Compass, focusing on income, investment, and more.
---

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# Your Financial Compass

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Retirement is one of life’s most meaningful transitions—and without a thoughtful strategy, even well-prepared investors can find the journey uncertain. In Your Financial Compass, Chris Bulman, Founder and President of Bulman Wealth Group, introduces a practical, comprehensive framework designed to help bring greater clarity, structure, and direction to your financial life.

###### The Five Points of Your Financial Compass

- **Income Planning:** Creating a reliable and sustainable income strategy designed to support your lifestyle throughout retirement.
- **Investment Management:** Balancing growth, preservation, and risk management in alignment with your long-term goals.
- **Tax Planning:** Identifying strategies that may help reduce unnecessary tax exposure and preserve more of your wealth.
- **Healthcare Planning:** Preparing for longevity, healthcare expenses, and the financial realities of retirement care.
- **Legacy Planning:** Protecting your family, your values, and the wealth you’ve worked hard to build for future generations.

 

### Request Your Copy

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### About the Author

Chris Bulman is the Founder of Bulman Wealth Group, host of Your Financial Compass, and a member of The Wealth Council on Fox Business. With more than 25 years of experience in financial services, Chris is passionate about helping individuals and families navigate retirement with clarity, strategy, and confidence.

Originally from Kansas City, Kansas, Chris brings Midwestern values of integrity, hard work, and family into every aspect of his work. A graduate of the University of Kansas, he is dedicated to helping clients build financial freedom so they can focus on what matters most.

***"Your destination matters. This book helps ensure your plan is guiding you there."***

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 indication of future results.

Opinions expressed herein are solely those of Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Bulman Wealth Group an SEC Registered Investment Advisor. Insurance products and services offered through BWG Insurance Agency. CA Insurance License #0M46922. Being registered as an investment adviser does not imply a certain level of skill or training.

Bulman Wealth Group and BWG Insurance Agency are not affiliated with or endorsed by the Social Security Administration or any other government agency.

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Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

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In no event will any referral or endorsement services provided to BWG include providing investment advisory services to referred clients. The compensation paid by BWG for these services is paid completely by BWG from the management fees earned, which are not increased or passed through to the referred client in any way as a result of a third-party involvement in the introduction.

 

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