Virginia Beach Financial Planning


Financial
Planning

Ranked as the largest city in Virginia by population, it’s not surprising that people flock to Virginia Beach. It’s listed in the Guinness Book of World Records as having the longest pleasure beach in the world. It’s home to First Landing State Park, the Virginia Aquarium & Marine Sciences Center, and the City Center area is packed with loads of unique dining, shopping and entertainment venues. So, it’s not only a great place to visit, it’s a fantastic place to live.

Ranked as the largest city in Virginia by population, it’s not surprising that people flock to Virginia Beach. It’s listed in the Guinness Book of World Records as having the longest pleasure beach in the world. It’s home to First Landing State Park, the Virginia Aquarium & Marine Sciences Center, and the City Center area is packed with loads of unique dining, shopping and entertainment venues. So, it’s not only a great place to visit, it’s a fantastic place to live.

And we’re here to help you keep that dream alive. Whether you’re looking for a wealth management advisor to help you with financial planning services, or you’re starting to think about retirement planning and would like to connect with a retirement financial advisor, Tull Financial Group is one of the best wealth management firms in Hampton Roads.

We’re not talking about cookie cutter advice from someone who is more concerned with their own wealth management over yours. We focus on YOUR priorities, factoring in where you are in your life stages, and taking into account your personal circumstances to create a unique and individualized plan to meet your short- and long-term goals. And as your needs and circumstances change, we’ll shift with you to keep you on course.

And we’re here to help you keep that dream alive. Whether you’re looking for a wealth management advisor to help you with financial planning services, or you’re starting to think about retirement planning and would like to connect with a retirement financial advisor, Tull Financial Group is one of the best wealth management firms in Hampton Roads.

Financial Plans typically cover:

Cash Flow

Retirement
Planning

Tax
Planning

Investment
Planning

Risk
Management

Estate
Planning

We’re not talking about cookie cutter advice from someone who is more concerned with their own wealth management over yours. We focus on YOUR priorities, factoring in where you are in your life stages, and taking into account your personal circumstances to create a unique and individualized plan to meet your short- and long-term goals. And as your needs and circumstances change, we’ll shift with you to keep you on course.

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

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

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.

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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