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Discover many of the opportunities available to help you plan for your financial future.
At Bond Financial Group, we can help you determine a strategy appropriate for your financial situation.
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Second Opinion Service

At Bond Financial Group, our Waypoint Second Opinion Service could help answer:

  • How long your money will last through retirement?
  • What is your specific Risk Tolerance Number and does it match your current portfolio?              
  • How can I protect and grow my assets at a reasonable rate of return?
  • How can I mitigate taxes and maximize my income?
  • How can I create tax free income later in life when taxes may be higher?
  • How can I protect my assets and family from long-term and home healthcare costs?
  • When should I take Social Security?
  • What are the fees I am paying on my current portfolio?
  • Should I take a pension or Lump Sum?
  • Does my current portfolio and Financial Plan address these issues?

In addition, we can refer you to professionals who provide the following services:

  • Property and casualty insurance services
  • Medicare Supplemental Plans
  • Estate Planning- Wills, Trusts, Durable Power of Attorney, Health Care Proxy
  • Tax Planning and preparation
  • Medicaid planning

CLICK HERE for information on our complimentary Waypoint Second Opinion Service.
    

 

Complimentary Report
"Mutual Funds"
The Good, The Bad and the Fine Print


Complimentary Checklist
"Your Retirement Income Planning Checklist"
Who We Are / Our Focus
Meet Dylan Bond

Dylan is an Investment Adviser Representative and a licensed insurance professional. He is the founder of Bond Financial Group

» Learn More About Dylan
Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

» Calendar of Events
Our 5-Step Process

Our 5-step process offers guidance on your journey to retirement.

» Learn More
Investment advisory services offered through Global Financial Private Capital, LLC.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The "10 Things to Know About Planning Your Retirement Income" report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.