Kevin F. Bultman,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin F. Bultman, CFP®

CLU, ChFC, RHU,

President

The Tenet Financial Group

PO Box 473
Phoenix, MD 21131

The Tenet Financial Group

1301 York Road, Suite 303
Lutherville, MD 21093
FINANCIAL ADVISOR'S WEBSITE
(410) 769-0200 CONNECT WITH Kevin
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General

Kevin Bultman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Tenet Financial Group in Phoenix, MD and the surrounding communities.

Financial Advisor Overview

As the founder of The Tenet Financial Group, I am passionate about your financial success. My focus is taking the confusion and anxiety out of personal financial management. I am an independent adviser representative who partners with you to ensure that your risk management and investment plans support your overall life goals. In helping you plan, I embrace four core beliefs: -Your financial success does not have to be complicated. -Everyone deserves and needs a quality financial plan. -With astute professional guidance you can pursue your financial goals. -Financial independence gives you the freedom to pursue your passions. In working together, I will help you establish your life goals; serve as your coach, guide, and mentor; and provide you with the discipline and knowledge to help you achieve your goals. Through my process, you can build the self-confidence needed to make sound financial decisions and pursue what is most important to you and your family. Living is what life is about!

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Registered Health Underwriter (RHU)

Insurance Licenses

  • Life insurance: Maryland
  • Health/disability insurance: Maryland
  • Property/casualty: Maryland
  • Fixed annuities: Maryland
  • Variable annuities: Maryland

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer

Securities and Investment Advisory Services Offered Through H.Beck, Inc., Member FINRA, SIPC. 1301 York Road, Suite 400, Lutherville, MD 21093. The Tenet Financial Group and H.Beck, Inc. are not affiliated. Registered to sell securities in the states of Maryland, Pennsylvania, Florida and Georgia. This is not an offer or solicitation in any other state.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources