Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
Understanding Today’s Financial Environment
Welcome, we’re Bullis Wealth Strategies, a financial organization in Royal Oak, MI. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Technology tips to make your next trip even better.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Purchasing homeowners insurance is critical for protecting your home.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Do your insurance needs stay the same when the nest empties?
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When you retire, how will you treat your next chapter?
It’s never a bad time to speak with your financial professional about changes in your situation.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are hundreds of ETFs available. Should you invest in them?