There are a lot of exciting things happening in Norfolk. It’s always had a history of attracting people to live in its eclectic and historic neighborhoods, but there’s an even larger focus now to attract new generations to live and shop locally. It’s home to Naval Station Norfolk, so it’s convenient to military families, but it’s also full of art, history, restaurants, and entertainment venue.
As the second largest city in Virginia by population, Tull Financial Group is conveniently located to help our neighbors with financial planning services through our wealth management advisors. Thinking about retirement planning? Our retirement financial advisors make up one of the best wealth management firms in the Hampton Roads region.
Financial Plans typically cover:
Whether you’re here on temporary assignment or thinking of moving here permanently to live out your golden years, let us help you create a unique and individualized financial plan to make your dreams come true. We’re not talking about an off-the-shelf plan that fits people in your “demographic.” We take the time to get to know you, find out what your true interests are, and work with you to set achievable goals—on neighbor to another.
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
Run Walk for the Kids
Our team took part in the 2019 CHKD Run Walk for the Kids! It is a fantastic family event that provides such great support to the children and their families in the Norfolk community.
Financial Plans can be customized according to your specific priorities and life circumstances. For example, you may want to focus on funding the education of your five kids, or on working towards purchasing your own house, or retiring early by age forty.
There is an old saying that “if you don’t know where you are going, any road will get you there.” Putting a plan to paper greatly increases your odds of achieving your financial goals, no matter what they are.