PULLEM WEALTH MANAGEMENT Company Profile, Contacts & Intelligence

PULLEM WEALTH MANAGEMENT Overview

As an independent Certified Financial Planner, I specialize in helping baby boomers and retirees grow and protect their assets, reduce taxes, create income, and retire more comfortably. I also help reduce financial risks involved when we live too long, die too soon, or become sick and disabled. My mission is to help my clients develop & implement proactive strategies to achieve the financial security they desire. My value is in understanding my clients’ financial situation, needs, risks and goals, and presenting them with the best options available so they can achieve what’s important to them and those they care about. My ‘total needs’ approach includes: •understanding your current family and financial situation •assessing your investments, assets, insurance, benefits, pensions, income sources, tax returns, and estate documents •considering your personal and financial goals •identifying opportunities and risks you may not even be aware of •presenting you with the best options available including solid investments, tax efficient income, and risk reduction vehicles •implementing solutions so you can achieve your goals My ongoing service includes reviewing your personal and financial situation on a regular basis, and making the changes necessary as new circumstances, priority or lifestyle changes occur. As an independent advisor, partnering with Worldsource Financial Management Inc and IDC Worldsource Insurance Network, subsiduaries of Guardian Capital Group, I am able to better support my goal of being totally independent, working solely for my clients and their best interests, and not a financial institution or product provider. Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Pullem Wealth Management

Headquarters

Ca

Website

www.pullemwealthmanagement.com

Industry

Financial Services

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

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