Financial Solutions

The Hull Wealth Management team will partner with you to reach your financial goals. From the initial conversation where we take the time to determine whether we are a good fit for your needs, to the implementation and ongoing monitoring of your strategy - we will deliver comprehensive service in your best interest.

Whether you need comprehensive financial planning, investment management, or social security planning, our team will work with you to accomplish what matters most. Ease your financial concerns, accumulate wealth for long-term security, minimize tax implications, and design a legacy you will be proud to leave your loved ones.

Call to learn more about how our specific services and expertise can help you achieve the financial peace of mind you and your family deserve.

A partial list of our solutions:

REGISTERED INVESTMENT ADVISOR (RIA)

  • Actively Managed Model Program
  • No-Load Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Investment Accounts for Businesses, Individuals, and Trusts
  • Fee Based Services

RETIREMENT PLANNING

  • Traditional IRAs
  • Roth IRAs
  • SIMPLE IRA Plans
  • SEP IRA Plans
  • 401k Rollovers
  • Pension Rollovers
  • IRA Rollovers
  • Social Security Planning
  • Fixed Annuities

ESTATE PLANNING 

  • Plan Development
  • Estate Conservation
  • Charitable Giving
  • Wills & Trusts review

BUSINESS PLANNING

  • Exit Strategies
  • Small Business Retirement Plans
  • Defined Contribution Plans
  • Defined Benefit Plans
  • Buy/Sell Agreements

INSURANCE 

  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance