Bullard, McLeod has proudly been serving the independent school community since 1992. As former educators, we share your passion for education. Our enduring relationship with independent schools has been built by offering our financial planning services on a fee-only basis, with no hidden costs or commissions.
Our experience working with independent schools has shown that employees of independent schools often do not have appropriate estate documents in place, sufficient insurance coverage, or adequate savings and retirement strategies. This low-cost benefit goes a long way toward ensuring that your faculty and staff are receiving the independent, objective guidance they need to make sound financial decisions when it comes to such things as purchasing a home, preparing for their children’s college tuition payments, and planning for retirement.
We conduct one-on-one hourly counseling sessions where employees have an opportunity to discuss their unique financial concerns. At the conclusion of these meetings, we provide a written report of topics covered and recommendations for implementation. These are delivered in plain English with the highest degree of professionalism, integrity, and discretion.
We are also available to deliver group presentations on a variety of financial planning related topics.
Please review the Important Disclosure Information set forth in the Disclosure section of this website.