At Sound Generational Wealth, we want to know what's most important to you, and how you envision your future. We'll research the best options for you based on your unique goals and timeline, and work with you to achieve the best possible outcome.
We offer personalized financial advice for all stages of your career, as well as expertise in all facets of corporate financial planning - from succession planning to employee compensation and retention, and more.We'll provide you with a personalized roadmap for working toward a more secure financial future for your family, your partners, and your business.
We offer personalized financial advice for all stages of your career, as well as expertise in all facets of corporate financial planning - from succession planning to employee compensation and retention, and more.We'll provide you with a personalized roadmap for working toward a more secure financial future for your family, your partners, and your business.
Services
Are you seeking advice on business continuity planning or considering a Limited Family Partnership? We understand the ins and outs of financial planning for families and family businesses. Contact us at 203-488-4488 or schedule an appointment online to discuss the tools and plans that might be beneficial for your family and your family business.
I joined Bullard Financial as an intern after graduating from Endicott College with a Bachelor's in Business in 2009. What I find energizing and fascinating about this business is working with small business owners and families each with their own unique challenges and aspirations.
Dan has built a robust business in the last 50+ years and I am proud to carry the legacy of Bullard Financial into the next stage -- with our new company name, Sound Generational Wealth.Our unique advantage is we are able to coordinate financial strategies through all stages of life, within various types of businesses, and with compassion through complex family designs.
Dan has built a robust business in the last 50+ years and I am proud to carry the legacy of Bullard Financial into the next stage -- with our new company name, Sound Generational Wealth.Our unique advantage is we are able to coordinate financial strategies through all stages of life, within various types of businesses, and with compassion through complex family designs.
I launched the firm, (then known as Bullard Financial Group) in 1970 to help people successfully plan for personal and business financial security. I am a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Insurance Counselor (CIC) and a Registered Representative of The O.N. Equity Sales Company, member FINRA/SIPC.
Many people remember the Bullard Company, a respected Connecticut manufacturer and employer for more than 70 years. What many do not know is that sound financial planning might have saved it from going out of business. Dan Bullard's family founded the Bullard Company in the 1870s. During its heyday, the Bullard Company employed 2000 people and was world-famous for making machine tools used by automakers, defense plants, and other manufacturers.
I joined the Sound Generational Wealth team in 2017. The aspect of my job that I enjoy the most is researching mutual funds that are incorporated into our wholistic financial plans through annuities, managed portfolios, and variable life insurance.
In addition, I head client communications, which entails researching trending financial topics and posting them via email and on social media platforms so our clients can be informed about important financial issues on the horizon.After studying four years of architectural history at Salve Regina University, I never imagined I would be establishing a career in financial services.
In addition, I head client communications, which entails researching trending financial topics and posting them via email and on social media platforms so our clients can be informed about important financial issues on the horizon.After studying four years of architectural history at Salve Regina University, I never imagined I would be establishing a career in financial services.
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