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
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Technology tips to make your next trip even better.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Term insurance is the simplest form of life insurance. Here's how it works.
Do you have an estate strategy? You should.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
With alternative investments, it’s critical to sort through the complexity.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, cracking the code on bonds.
Have you explored all your options when it comes to managing your taxable income?
Even low inflation rates can pose a threat to investment returns.
The decision whether to buy or rent a home may have long-term implications.