Bulwark Capital

Bulwark Capital Bulwark Capital Management is a dba of Trek Financial, LLC, an (SEC) Registered Investment Advisor. Information presented is for educational purposes only.

Investment Advisory Services offered through Trek Financial LLC., an (SEC) Registered Investment Advisor. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past

performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein. For tax advice consult with a qualified tax professional. For legal advice consult with an attorney.

*Annuity guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. Financial products and services if recommended may include investment advisory fees, commissions and/or other charges. Disclosures - https://trekfinancial.com/information/
Trek Financial - https://trekfinancial.com/
Form CRS -https://trekfinancial.com/files/Trek-Form-CRS.pdf

Markets are moving fast, headlines are louder than ever, and it is easy to get pulled in different directions. On the “K...
06/03/2026

Markets are moving fast, headlines are louder than ever, and it is easy to get pulled in different directions. On the “Know Your Risk Podcast,” Zach Abraham cuts through this financial noise and breaks down what is happening beneath the surface. If you want a deep dive into stock market conditions, listen today: https://bit.ly/40ug95d

Now that we have closed out May and are now in June, here's how to spot a phishing scam before it’s too late, and some t...
06/02/2026

Now that we have closed out May and are now in June, here's how to spot a phishing scam before it’s too late, and some travel tips you didn't know you needed!

https://bit.ly/3RDUSFn
https://bit.ly/3RBHfqh

Here are some underrated travel tips you can start using on your upcoming summer trips that can completely change your experience.

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in re...
06/01/2026

June is recognized as Annuity Awareness Month. This is your time to take a closer look at how you’ll create income in retirement.

Traditional pensions are way less common and the responsibility of generating reliable income now falls on you! For some, annuities can play a role by providing a consistent income stream backed by the strength of an insurance company.

Everyone’s situation is unique, so let’s talk about what may fit into your income plan. Contact us at 253.509.0395!

Markets are moving fast, don’t get caught up in the noise. It’s time to see the full picture. On the "Know Your Risk Pod...
05/28/2026

Markets are moving fast, don’t get caught up in the noise. It’s time to see the full picture. On the "Know Your Risk Podcast", Zach breaks down today’s market trends and explores the disconnect between rising equities and underlying liquidity.

Stay informed and listen here: https://bit.ly/40ug95d

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"If ...
05/27/2026

"Do I Have a Sustainable Withdrawal Strategy? How Will I Manage Healthcare Costs? Am I Maximizing My Income Sources?"

If you don’t know the answers to these questions, it may be time to take a closer look at your plan. Our team is here to help break down every step of your financial journey so you can feel more confident in your retirement planning. Understanding how your plan is built will give you confidence that you are working toward your dreams. Contact us today at 253.509.0395!

Retirees face unique challenges, such as managing fixed incomes, navigating healthcare costs, and ensuring their savings last for the long haul.

Today, we remember those who sacrificed everything.
05/25/2026

Today, we remember those who sacrificed everything.

Don’t let spring cleaning clean out your savings! Retirees are often surprised by seasonal expenses like:• Home maintena...
05/20/2026

Don’t let spring cleaning clean out your savings! Retirees are often surprised by seasonal expenses like:

• Home maintenance & repairs

• Travel & rising transportation costs

• Taxes (including RMD surprises)

• Health & wellness expenses

• Graduations, weddings & gifts

• Pet care costs

These “spring surprises” can add up quickly, so knowing what to expect can help reduce your stress and financial shock. Let’s review your strategy and make the necessary changes you see fit. 253.509.0395.

Spring is here, but so are the bills. From HVAC tune-ups to surging travel costs, here are 6 unexpected expenses retirees must plan for in 2026.

Social Security won’t be reduced, benefits are tax-free, claiming early gets you more money, your ex can’t claim on your...
05/18/2026

Social Security won’t be reduced, benefits are tax-free, claiming early gets you more money, your ex can’t claim on your work record, and participation is voluntary… these are some of the biggest myths many Americans still believe. Misunderstanding these rules can have a major impact on your retirement income, so let’s make sure your plan is built on facts. Contact us today to review your plan and see what’s the right fit for you. 253.509.0395.

Ignorance can be costly.

Energy is shaping more than just the markets; it could also be influencing inflation and your retirement strategy. Join ...
05/14/2026

Energy is shaping more than just the markets; it could also be influencing inflation and your retirement strategy. Join Zach Abraham on May 21 at 3:30 PM PDT for a live Zoom webinar that helps clients like YOU navigate risk while maximizing opportunity.

Secure your spot today: https://bit.ly/3QWzUkI

Are you on track for retirement? Many people haven’t checked their progress recently, but understanding your goals, esti...
05/13/2026

Are you on track for retirement? Many people haven’t checked their progress recently, but understanding your goals, estimating your future income needs, and using tools like retirement calculators can help you see where you stand. If you’re unsure, contact us today to walk through your strategy and make sure you’re moving toward your retirement dreams. 253.509.0395.

A NerdWallet survey finds that few Americans have checked in on their retirement savings progress.

Address

1001 S Yakima Avenue Suite 11A
Tacoma, WA
98405

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12535090395

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