By Paul Bullock

Albert Einstein said it best: “A dream without a plan is just a wish.” We all have goals and dreams, especially when it comes to our retirement, but have you ever thought about how you will make those dreams a reality? There are many things we plan for in life: daily tasks, monthly chores, meals, vacations … the list goes on. As an educator, you wouldn’t walk into a classroom without a lesson plan; yet, many of us don’t take the time to plan for one of the most important stages of life—retirement. 

While you will spend the majority of your life in the working and wealth accumulation stages, your retirement years are the next biggest segment of time, lasting typically up to 30 years. You need a rock-solid plan so that your retirement years are as secure and enjoyable as possible. That’s where we come in. At Wellington Investment Advisors, it’s our mission to provide sound advice, exemplary service, and superior portfolio management. 

What We Do

We are a team of thoughtful, hardworking investment advisors who help our clients clearly define a vision for their financial futures and work closely with them on a plan to achieve that vision. 

We primarily work with university faculty who are nearing retirement and need help navigating their employee retirement plans and preparing for their retirement years. Our clients are well-educated but not necessarily financial experts. They are open to guidance in matters of investing and financial planning and trust us to keep them on track with their financial plans, regardless of what the market looks like. 

How We Can Help

We always put our clients first and take the time to listen to their needs, challenges, and desires so we can work together to find the best path to achieve their financial goals. We help our clients in a variety of financial planning areas, including retirement planning, tax management and estate planning, investment management, and funding a child or grandchild’s education. 

Our process starts with scheduling a consultation where we meet with you to discuss your concerns, goals, and dreams for your future. This is where the relationship-building begins and we gain a deeper understanding of your life and financial situation. The next step is to match you with one of our experienced advisors who will best fit your needs and concerns. He or she will look at your situation closely, consider the best strategies to meet your goals, and develop a customized plan to achieve those goals. Finally, we will help you implement your plan and follow up with you periodically to make sure you are staying on track. 

What Makes Us Unique

What sets us apart from other advisory firms is our personalized approach to financial investing and sound, trustworthy guidance built on decades of experience. As a fiduciary financial services provider, we have a legal and ethical obligation to manage your assets in a way that works in your best interest. We do this in the following ways:

• Create personalized portfolios for each client
• Determine risk tolerance based on age and income needs
• Utilize wealth strategies focused on preservation and growth
• Utilize individual stocks versus mutual funds or ETFs to reduce costs and avoid excessive fees

The difference comes down to a client relationship built on trust and understanding. Our clients know we will do what is in their best interests because of our fiduciary duty and our 32 years of experience navigating good and bad markets. We take all this knowledge and experience, along with a thorough understanding of our clients’ goals, and create a customized plan to help them achieve their desired financial future. 

Ready for the Next Step?

If you are nearing retirement and beginning to think about what that might look like for you, Wellington Investment Advisors is here to help you transition into your next phase of life. Whether you have significant assets to manage or are still in the wealth accumulation stage, we can help you create a solid foundation that prepares you for the financial future you’ve always dreamed of. When you’re ready to get started, schedule a no-obligation introductory meeting or reach out to me at paul@wellingtoninvestmentadvisors.com or (812) 333-0874. Be sure to also check out what some of our clients say about working with our team at Wellington Investment Advisors and learn more about how we can help you.

About Paul

Paul Bullock is CEO of Wellington Investment Advisors, an independent, boutique fiduciary firm serving pre-retirees and university faculty across Indiana. With over 32 years of financial experience, Paul is committed to building long-term relationships through thoughtful, personalized investment advice and guidance. He focuses on a disciplined tactical asset allocation approach to money management through a strong understanding of economic and market conditions and strives to build trust with clients by providing sound guidance. Paul understands the hard work his clients have put in to arrive at where they are today and wants to see them succeed in their goals for the future. Paul graduated from the University of Texas with an MBA, as well as a bachelor’s degree in finance, and has been dedicated to assisting clients with their financial needs ever since. When he is not working, Paul enjoys time with his family and is also an avid equestrian polo player who helps raise money for over 18 different charities through his playing. To learn more about Paul, connect with him on LinkedIn.