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Federal Wealth – Eric F Bullock

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Company: Federal Wealth
Contact: Eric F. Bullock, ChFEBCSM CAS®
Title: Employee Benefits Consultant
Address: Remote
City: Salt Lake City
State: UT
Zip: 84111
Phone: (801) 309-4722
Fax: n/a
Email: FederalAdvisor@Gmail.com
Website: FederalWealth.me

About My Practice

Eric Bullock, Employee Benefits Consultant at FEDERAL WEALTH,LLC, a firm specializing in employee benefits analysis, education, and strategy implementation. Eric is also a Chartered Federal Employee Benefits Consultant,  ChFEBC SM  and a Certified Annuity Specialist CAS® which gives him the unique ability to analyze benefits offered to Federal, state and private sector employees to provide unique solutions for them. Eric provides assistance with a variety of employee benefits planning concerns including but not limited to:

  • TSP (Thrift Savings Plan)/401(k)/403(b)
  • FEGLI & Employee Group Life Insurance
  • Pension/Defined Benefit Analysis
  • FSA, HSA, FEDVIP, Dental, and Cafeteria Plan consultation
  • Long Term Care risk assessment
  • Medicare coordination with FEHB and Employee Group Health plan
  • Social Security & FERS Supplement

Eric Bullock is an advocate of utilizing conservative employee benefits planning strategies to create a “roadmap” to financial success.

Eric and his wife, Kami, have three children and reside near Hill Field Air Force base in the Davis County area of Utah. Having lived in 7 different countries during his life, Eric is bilingual in English and Spanish.

Offering Advice Since

2000

Areas of Specialty

Comprehensive Employee Benefits Management
Defined Contribution Retirement Plans
Employee Health & Welfare Insurance
Cafeteria Plans

Licenses, Certifications, Education, and Affiliations

Designations: ChFEBCSM Chartered Federal Employee Benefits Consultant and CAS® Certified Annuity Specialist
Insurance Licenses:  NAIC life and health for Utah and Wyoming
Education:  Weber State University

Charges to Clients for Services

No Planning Fees For Federal, State or Private Sector Employees

Disclosure of commissions and/or fees are presented if plan is implemented

My Association with the Office or Firm

Benefits Consultant

My Broker / Dealer Affiliation

Aspen Capital Management

DISCLAIMER: Users of the Financial Professionals Directory on MyFederalRetirement.com should be aware that this service is provided solely for informational purposes, and that those professionals listed in the Directory have requested to be included. No representations about the suitability of this information and these services are made or endorsed by My Federal Retirement (MFR). MFR makes no representations or warranties of any kind, express or implied, as to the information, content, materials or products, included on this site. If you choose to use this Directory to locate a professional to assist you with your financial planning needs, you may wish to independently verify whether such professional has met the licensing requirements necessary to provide such services in your state. In many cases a professional will provide you with a disclosure brochure for your review, as well as references. MFR has not verified that the professionals listed are properly licensed to transact business in any jurisdiction, or are qualified to provide financial planning services. Under no circumstances shall My Federal Retirement, or its parent company One Hour Marketing, its officers, directors, employees, or agents be liable for any direct, indirect, incidental, special, punitive or consequential damages that may result in any way from the use of any financial planner or professional, whether an individual or institution, listed in this directory or on the MyFederalRetirement.com Web site.

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