Chesapeake Financial Planning


Financial
Planning

Chesapeake is the perfect combination of urban convenience situated side-by-side with the rural harmony of protected farmland, forests, and wetlands. Yet, because of its proximity to ports, highways, railways, and more, it’s a growing city with several national employers, also making it the third largest city in the Commonwealth of Virginia.

People are flocking to Chesapeake to fulfill their dreams, whether that’s to be gainfully employed in a well-paying occupation, or to find a location to settle down that’s quiet, conveniently located, but still close to exceptional amenities.

Tull Financial Group is here to provide a full spectrum of financial planning services to our friends and neighbors in Chesapeake. We offer wealth management advisors that can help you reach your current financial goals, as well as retirement financial planning advisors to assist with retirement planning.

Financial Plans typically cover:

Cash Flow

Retirement
Planning

Tax
Planning

Investment
Planning

Risk
Management

Estate
Planning

As one of the best wealth management planning services firms in Hampton Roads, we’ll take the time to listen to your goals and understand your expectations, then come up with a custom, personalized plan to get you where you want to go.

How Do I Prepare for a Financial Plan?

Our very first step is to listen to you, and to establish a clear understanding of what is most important to you and what you want your financial future to look like.

Once you feel that TFG comprehends your goals and you have engaged us to create your Plan, our financial planners will equip you with a list of data and documents that will be needed.

Documents And Information We May Request:

  • Tax returns
  • Bank account statements
  • Investment account statements
  • Mortgage statements
  • Insurance statements
  • Health care expenses
  • Trust account statements
  • Pay stubs
  • Cash flow details
  • Budget items and expenses
  • Debt and loan statements (student, auto, personal, credit card, etc.)
  • Employee benefit account (401k, 403b, etc.) statements

When all the data gathering is complete, (which may entail a few additional meetings or phone calls), our planners will assess, assemble, and present your Financial Plan.

It may seem daunting at first, but the results of having a “roadmap to your financial goals” is worth the paperwork. Our skilled and friendly team will walk you through every step of this important process, and we are always available to answer your questions.

About Tull Financial Group

Bra-ha-ha 5k run/walk

For the past two years, our team has had the privilege of participating in the annual Bra-ha-ha 5k run/walk at Chesapeake Regional Medical Center. Robin is a long-standing hospital board member and we are all honored to support such a great cause!

Chesapeake Rotary’s annual Chesapeake Wine Festival

As a member of the Chesapeake Rotary Club and this year’s First Citizen of Chesapeake, Robin believes it is critical for Tull Financial Group to support the Chesapeake Rotary’s annual Chesapeake Wine Festival through our sponsorship of the event. This past year it was a beautiful day to spend with our family and friends supporting the local community.

Hampton Roads Leadership Prayer Breakfast

It has been a great privilege to come together with local businesses and professionals each year for the Hampton Roads Leadership Prayer Breakfast, to join in prayer over the community, state, nation, and world. We look forward to many more!

Giving Back to our Community

Tull Financial Group

Tull Financial Group, Inc.

640 Independence Parkway Suite 300
Chesapeake, VA 23320-5177

757.436.1122 or 888.296.7526

© 2020 Tull Financial Group, Inc.
All Rights Reserved

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