By Paul Bullock
Choosing a financial professional to help you navigate your current stresses and future dreams is not an easy decision. And, whatever it is that’s motivating you to ask for help, we want you to know that we at Wellington Investment Advisors are ready to be your advocate. We put our clients first—always—and we tailor our services to your unique needs.
But don’t just take my word for it. Here are 4 case studies of clients I’ve helped over my 32-year career as a financial professional.
Bill S.
I’ve had the privilege of working with Bill for 28 years—earning him the award for my longest client! Bill worked as an electrical engineer at Westinghouse for 35 years before retiring. Together, we were able to come up with a plan that has allowed Bill to make the most of his retirement years, which primarily means spending time with his family (including 15 grandchildren and 4 great-grandchildren!).
Bill says: “One of the most important things is to meet someone like Paul and let him take care of your finances. I knew nothing about the stock market. At my first meeting with Paul, I knew that I could trust him, and that’s important. Trust the person you’re working with.”
Lynn J.
Lynn recently retired after 50 years of working in public parks and recreation and higher education. Before retiring, she was looking for a more flexible investment approach and more personalized service than what she was receiving from her employer-sponsored retirement plan. Once she transitioned her investments to our firm, Lynn was able to get the active engagement and proactive advice she desired.
Lynn says: “It’s a real freedom. The account is still as strong as it was when it was moved over to Wellington Investment Advisors, and it remains strong after three years of retirement. If I’m concerned about something, I get an immediate response. I’m able to immediately know how I’m doing. I’m very happy with the fact that someone is overseeing the account. It’s not impersonal; it’s active engagement.”
Lloyd and Maryellen K.
Lloyd and Maryellen always wanted to live along the coast, and they hoped their finances would give them the ability to retire sooner rather than later. I helped them assess their financial situation and we reviewed the upsides and downsides to early retirement. After our meetings, Lloyd and Maryellen made a fully informed retirement decision that honored their values and their goals and allowed them to retire early with confidence.
Lloyd says: “We both knew that we didn’t have the expertise. We didn’t know how to plan for retirement. We interviewed five people to see if we could find a financial advisor. The last person we talked with was Paul Bullock, and I felt really good with the way Paul was responding to our questions. We would not have pulled the trigger to retire as early as we did unless we talked to Paul.”
Maryellen says: “We always felt confident that Paul helped us make the right decisions, and it’s made all the difference in the world.”
Steve W.
Steve currently works as a teaching faculty member at the University of Indiana in the parks and public lands field. He travels all over the country working with people who manage local, state, and national parks. He loves this lifestyle and wants to maintain his ability to travel and stay active throughout retirement. I helped Steve develop a retirement plan that will allow him to slowly phase out of the workforce. He will start with a partial retirement, while still consulting for the university before fully retiring. This will enable him to maintain his active lifestyle for as long as possible without losing his active income earlier than necessary.
Steve says: “I want somebody that I can contact and I can reach out to them and the communication is easy and informed. So there’s a lot of trust but also a lot of interpersonal conversation that allows me to feel like I’m being treated as a partner. I go in there maybe quarterly to look and see how the fund is doing, but I’m not too worried about it. I have a lot of faith in [Paul’s] recommendations.”
Take the Next Step
I hope these case studies give you a more personal look at what it’s like to work with the Wellington Investment Advisors team. If you’re ready to learn more and see if we’re a good fit for your financial needs, schedule a no-obligation introductory meeting or reach out to me at paul@wellingtoninvestmentadvisors.com or by phone at (812) 333-0874.
All case studies are non-paid client responses.
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.