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    Adam Gulin

    I create innovative retirement strategies for federal employees by reducing taxes and increasing retirement cash flow so that they avoid common mistakes regarding their unique benefits.

    Adam Gulin is the Founder of Pinpoint Financial Services and a Future Income Specialist and CEO at Safe Harbor Financial Planning Group, LLC.15 He specializes in creating retirement strategies for federal employees, with a focus on reducing taxes and increasing retirement cash flow.4 As a fiduciary, Gulin helps federal employees position themselves properly.3 Pinpoint Financial Services has offices in San Antonio and Temple, Texas, and serves clients across the state and country. The firm specializes in serving retirees, pre-retirees, federal employees, families, and individuals.1

    Gulin's approach involves a six-step TARGET process to help clients reach their financial goals1:

    • Talk about goals.
    • Assess current situation.
    • Recommend strategies.
    • Gain consensus.
    • Execute strategies.
    • Timely reviews.

    Gulin is connected on LinkedIn and shares content related to retirement planning, taxes, and inflation.26

    Highlights

    Home - BG Wealth Advisory, LLC
    Oct 1 · pinpointfpg.com
    Pinpoint Financial Planning Group

    Related Questions

    What are Adam Gulin's main strategies for federal employees' retirement planning?
    How does Safe Harbor Financial Planning Group, LLC differ from other financial planning firms?
    What specific services does Adam Gulin offer to reduce taxes for retirees?
    Can you provide examples of Adam Gulin's successful retirement planning cases?
    How does Adam Gulin's approach to financial planning cater to the unique needs of federal employees?
    Adam Gulin
    Adam Gulin, photo 1
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    Location

    Mission, Kansas, United States