Our Mission & Approach

Our Approach

As you approach and begin to enjoy retirement, it can be important to have a plan in place. While the many Americans are ill-prepared for retirement, it’s never too early, or late, to strategize for this important phase of life.

By and large, retirement is an often misunderstood concept. This general lack of understanding may lead to uncertainty which could transform into fear. The truth is, planning for retirement could start the moment you begin your first job. Establishing saving habits, investment strategies, and budgets early on can lead to financial independence.

When you plan your retirement with Pultro Financial Management, we will work to enhance your understanding, address your fears, help you manage the emotional side of retirement, and help guide you as you work toward the retirement of your dreams.

Keeping up with the changing tax laws and regulations is essential when planning for retirement or other financial matters. Our team has been working with clients since 1987 and is qualified to navigate you through the complex maze of financial issues and concerns, so that you can understand your financial path.

As Behavioral Financial Advisors, our approach allows us to help people better prepare for what is ahead. We educate, listen, and design customized plans for individuals who want more out of their finances, and out of life.

Our Mission

At Pultro Financial Management, our firm’s philosophy is to always be honest, ethical, and sincere.

The financial world can be a complex and misunderstood place. Financial media often does more harm than good, leaving people feeling more unsure than ever before. The truth is, pursuing personal wealth isn’t easy but it’s not impossible, either.

The team at Pultro Financial Management possesses a strong desire and passion to educate individuals about how to plan for, and pursue, financial independence. We are on a mission to simplify and clarify personal finances for the individuals, families, and professionals we serve.

The services we provide and the guidance we offer are designed to help people avoid common financial pitfalls and mistakes. Our desire to make a lasting impact on the lives of our clients, their families, and future generations, is what motivates us to fulfill our mission as an independent firm.

It’s easy to make financial decisions based on emotion rather than logic. The truth is, personal finances can be a delicate subject and sometimes requires the knowledge of an advisor who understands what is at stake but who can also make independent decisions. As your financial advocate, we will support you in making logical financial decisions rather than emotional ones.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication are the cornerstone of our business.

LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.