Bulldog Financial Group, LLC
Joanna Hallac, Founder/Principal
For a quick quote on Life Insurance through ETHOS, a fintech company revolutionizing the life insurance industry, visit my agent site HERE. Get approval for Term, Whole, or Final Expense in minutes. For IUL, book an appointment with me directly.
Through our affiliation with an independent brokerage, we are able to bring products, services, and financial solutions from over 25 Fortune 500 and AAA rated financial and insurance companies in the country. Looking for tax-free retirement and savings options that don't have the limitations of a Roth IRA? We've got you covered. Looking to protect your money from market losses while earning yearly interest on average of 8-12%? We can help you with that, too. Maybe you just need life insurance to protect your family or small business? We're here for you.
About Us
I spent over two decades in education, which means the thing that matters most to me is helping people and making their lives better.
With finance and entrepreneurship in my family, I decided to switch gears and start a financial services company with that same call to help and serve others. At BFG, we are dedicated to helping all individuals, families, and small businesses thrive and achieve their financial goals.
As a dog lover and bulldog owner, I chose this name for my company because just like a bulldog, I'm stubborn and fiercely loyal, and ready to fight to protect you and what matters to you.
Tax-Free Retirement and Savings Solutions
By using specific types on insurance-based products, we're able help our clients save for retirement, their child's future, or to protect and pass on generational wealth to their families. These strategies are allowable under IRS Code 7702 (a) and, if structured properly under our expert guidance, provide for tax-free growth and tax-free withdrawals.
News & Headlines
Financial Literacy You Need
We can customize everything to meet each clients unique needs.
Protection & Tax-Advantaged Retirement Strategy
Life Insurance
Wealth Preservation and Guaranteed Lifetime Income
College Savings Plans
Small Business Planning
Infinite Bank/Family Bank
Address
1411 Waterloo Trail, Unit B
Austin, TX 78704
Phone
203-209-2881