Herbert W. Bullock - Investment Advisor Representative

Investment Advisor Representative

My name is Herbert "Wayne" Bullock and I am a Financial Services Representative with Foresters Financial Services, Inc. and an Investment Adviser Representative of Foresters Advisory Services, LLC in Richmond,VA. Foresters Financial Services, Inc. is dedicated to providing everyday families with financial solutions, guidance and tools, to help meet their needs across all life stages. I offer personalized service combined with a long-term approach and fresh thinking to help my clients: • Save and invest for retirement, education and other life events • Create retirement income strategies • Protect the ones they love • Plan their legacy We are part of Foresters™, an international financial service provider that gives back to the community and cares deeply about family well-being. Each year Foresters organizes thousands of community activities, providing financial contributions and hands-on volunteerism in support of charitable partners that make a lasting impact in local communities. It is my goal to build solid relationships and long-term value to help my clients grow, protect and enjoy what they have—by making sure their financial strategies work as hard as they do. If you’re interested in reviewing your financial goals with me, please contact me at 804-346-4670 ext.304 or by e-mail at [email protected] Neither Foresters Financial Services, Inc. (FFS), Foresters Advisory Services, LLC (FAS), nor any of their affiliates, associates or representatives are affiliated with Facebook, nor endorse any of the views, representations or services offered or made by anyone else on this site. All securities, life insurance and annuity products and services are offered through FFS, a registered broker-dealer. Investment advisory products and services available through FAS, a registered investment adviser. Foresters Financial™ and Foresters™ are trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society) and its subsidiaries.

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Dollar Cost Averaging

Discover an investment strategy that may help you get more bang for your buck. Dollar Cost Averaging:

scl.bz Financial Wellness & Education Brochure

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Foresters doing more

At Foresters Financial, we’ve been helping families and communities build their futures. That’s been our purpose for over 140 years.

scl.bz 140 years strong. Right here in your community.

[02/09/17]   This Valentine’s Day consider protecting the ones you love through proper life insurance planning. #InsureYourLove

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Protect the Ones You Love with Life Insurance

Make sure your family is protected if something were to happen to you. #LifeHappens #InsureYourLove

scl.bz Life Happens: Growing Family Flyer

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Women get shortchanged when saving for retirement

Women get shortchanged when saving for retirement. USA Today says these tips may help improve their retirement.

scl.bz USA Today News Article

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The View After the Vote

Election Day is over and the votes have been counted. Take a look at this fresh commentary on the election and economic impacts from Clark Wagner, president of Foresters Investment Management Company.

scl.bz Commentary by Clark Wagner, President, Foresters Investment Management Company and Vice President and Chief Investment Officer, Foresters Financial

Real Life Stories - Amy McNeely

Amy McNeely's advice to other parents is simple: “People think life insurance is super expensive, but it’s not. For the amount of coverage we had, it wasn’t expensive at all—and it was worth everything."

Real Life Stories - Protection is Paramount

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First Investors Covered Call Strategy Fund

Foresters Financial introduces the First Investors Covered Call Strategy Fund

scl.bz Brochure- Covered Call Strategy Fund

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Here’s Why So Many Retirees Are Still Working

It’s not uncommon to see older Americans working well past what used to be retirement age, but will you?

scl.bz The Fiscal Times Article

Herbert W. Bullock - Investment Advisor Representative's cover photo

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First Investors Real Estate Fund Brochure

Why consider the new First Investors Real Estate Fund? Find out here.

scl.bz Why consider the new First Investors Real Estate Fund? Find out here.

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5 Social Security Changes Coming in 2015 - US News

There are five big social security changes to consider in 2015. Find out more here.

scl.bz Retirees will get bigger checks next year, and some workers will receive benefit statements.

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36% of adults lack retirement savings, including many 65 or older

According to a new study, more than a third of American adults have no retirement savings, and 14% of those ages 65 and older also haven't put money away yet.

scl.bz According to a new study, more than a third of American adults have no retirement savings, and 14% of those ages 65 and older also haven't put money away yet.

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Retirement Connection — Fourth Quarter 2014

Why You Need to Plan for Social Security, Retirement Connection — Fourth Quarter 2014

scl.bz Why You Need to Plan for Social Security

[11/26/14]   Almost half of adults age 25-44 are concerned with leaving dependents in a difficult financial situation should they die prematurely. It's not too late to talk life insurance.

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10 myths that could ruin your retirement

There's no shortage of misconceptions that can impact how you prepare for the future. Here are 10 myths that could ruin your retirement.

scl.bz There's no shortage of misconceptions that can impact how you prepare for the future. Here are 10 myths that could ruin your retirement.

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Americans Retiring Early, Then Running Out of Money

Survey reports that Americans are "retiring earlier ... but underestimating retirement expenses" once they arrive. Read more here.

scl.bz Survey reports that Americans are "retiring earlier ... but underestimating retirement expenses" once they arrive. Read more here.

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Think First: Understanding Mutual Funds

Investing in mutual funds is one of the best ways to tap into the growth potential of stock and bond markets.

scl.bz Think First PDF.

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7 Warning Signs Your Retirement is in Jeopardy

Retirement planning can be more effective if you are aware of some of the potential pitfalls you might encounter. Check out this article, from U.S. News & World Report, to learn about potential retirement red flags.

scl.bz Retirement planning can be more effective if you are aware of some of the potential pitfalls you might encounter. Check out this article, from U.S. News & World Report, to learn about potential retirement red flags.

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Learn When to Take Social Security Benefits - AARP

"Choosing when to take social security benefits" via AARP. Here’s a look at what 4 people decided when they reviewed their finances.

scl.bz Do you know the best time to dip into your Social Security benefits? Learn when to claim what you've worked toward.

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2014 Ward's 50 Top Performing L&H Insurers

First Investors Life Insurance was named by the Ward Group as one of the top 50 life-health insurance companies in 2014. Learn more here.

scl.bz First Investors Life Insurance was named by the Ward Group as one of the top 50 life-health insurance companies in 2014. Learn more here.

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PLANSPONSOR.com

"Fifty-five percent of Americans are in fair or poor condition when it comes to being able to completely cover estimated essential living expenses in retirement, research finds." Learn more here.

scl.bz "Fifty-five percent of Americans are in fair or poor condition when it comes to being able to completely cover estimated essential living expenses in retirement, research finds." Learn more here.

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First Investors Limited Duration High Quality Bond Fund

Introducing the First Investors Limited Duration High Quality Bond Fund. Learn more here.

scl.bz Introducing the First Investors Limited Duration High Quality Bond Fund. Learn more here.

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First Investors Video

Find out what it's like to work with First Investors by watching this short video.

scl.bz Find out what it's like to work with First Investors by watching this short video.

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TIME Magazine

"Sizing Up the Big Question: How Much Money Do You Need To Retire?" via TIME Magazine.

scl.bz Sizing Up the Big Question: How Much Money Do You Need To Retire?

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At what age should you start claiming Social Security?

At what age should you start claiming Social Security? Take a look at this article from USA TODAY to learn more.

scl.bz It's a big decision: Should I take Social Security as soon as I'm eligible, at 62, or wait until 70? The answer is not as simple as you might think.

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Barron's Best Mutual Fund Families

Barron’s recognizes First Investors Funds in “Best Mutual Fund Families for 2013.”


scl.bz Barron’s recognizes First Investors Funds in “Best Mutual Fund Families for 2013.”

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On Wall Street

"Social Security: Common Myths & Hard Facts" via On Wall Street.

scl.bz "Social Security: Common Myths & Hard Facts" via On Wall Street.

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Life Insurance Calculator - First Investors

How much investment capital will your family need at the time of your death? Take a look at our Life Insurance Calculator to get a rough sense of the needs for capital that might exist at your death.

scl.bz How much investment capital will your family need at the time of your death? Take a look at our Life Insurance Calculator to get a rough sense of the needs for capital that might exist at your death.

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Wills & Estates Planning Webinar

Take a look at this complimentary Wills & Estates Planning webinar, from Foresters, about the estate planning process.

scl.bz Take a look at this complimentary Wills & Estates Planning webinar, from Foresters, about the estate planning process.

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LIFE Things We Do

Life Insurance - the things we do for love!

scl.bz Life Insurance - the things we do for love!

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1 million members strong

Foresters is now one million members strong and counting. Are you a member?

scl.bz Foresters is now one million members strong and counting. Are you a member?

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Social Security Fact Sheet 2014

The Social Security Administration has made several changes to Social Security benefits that may affect you. Click on the link for more details, or contact me to set up an appointment.

scl.bz The Social Security Administration has made several changes to Social Security benefits that may affect you. Click on the link for more details, or contact me to set up an appointment.

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Foresters Story

Interested in learning more about Foresters? Learn about the Foresters story here.

scl.bz Interested in learning more about Foresters? Learn about the Foresters story here.

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Foresters for what matters most

Learn more about Foresters member benefits, including competitive scholarships, emergency assistance and more.

scl.bz Learn more about Foresters member benefits, including competitive scholarships, emergency assistance and more.

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Telephone

Address


140 Eastshore Dr, Ste 105
Glen Allen, VA
23059
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