A. Gina Ivakhov

I help families get their best possible retirement in Roseville, California

A great lifestyle doesn’t happen by accident. It takes careful planning to avoid the pitfalls of taxes, market risk, inflation, fees and litigation. You could choose to do it alone and hope for the best, or you could get me on your team.

Imagine the peace of mind you could have with your retirement, college funding, legacy planning and other financial goals optimized by a professional.

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KEY BENEFITS

The CORE benefits of this service to you are:

► Cutting-edge wealth management techniques. That’s one less thing for you to worry about.

► Easy access. My office is conveniently located in Roseville, California.

► Personal solutions for your specific situation. I don’t have any cookie cutters in my office.

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ABOUT OUR FIRM

We take a purposeful and comprehensive approach to planning for business owners, individuals and their families.

Our firm specializes in tax deferred strategies using multiple products, including IRAs, 401(k)s, profit sharing, and/or cash balance plans.

Listen to Financial Compass with Chris Bulman every Sunday at Noon - 1pm on KFBK (1530AM) News Radio Sacramento for relevant and current industry and market news.

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HOW CAN I HELP?

The best way for us to get started is to schedule a 10-minute call to see how I can help you.

At your convenience, you can pick a time on my calendar that fits your schedule here:

► http://go.bulmanwealth.co/schedule/

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  • Work
    • Bulman Wealth Group