Are you prepared for 30 years

Without A Paycheck?

We’re here to help you feel confident in your financial future.

We are committed to helping you build a strong, successful strategy that lasts. We do that by analyzing every aspect of your financial situation to ensure all portions of your Five Point Financial Plan work together, not separately.  At no cost or obligation to you we will analyze your current retirement plan and break it down into the 5 key areas that make up the Bond Financial Group 5 Point Financial Plan and report to you our findings and recommendations.

Income Planning

Once your investment plan is established, our goal is to help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.

Investment Planning

To start, we will create an investment plan. The investment plan is to maneuver the assets that can be used but, isn’t taking away from your month to month expenses.

Tax Planning

Any comprehensive Retirement Plan will include a strategy for decreasing tax liabilities.

Health Care Planning

We will create a plan to help you address rising healthcare costs with a minimum of expense.

Legacy Planning

It is important to ensure your hard-earned assets go to your beneficiaries in the most tax efficient manner.

READY TO TAKE THE NEXT STEPS?

STEP 1:

Does your current portfolio match your risk appetite?

One of the most important decisions you’ll have to make is how much financial risk you’re willing to take. Gauge your comfort level with investing while incorporating your current and future financial circumstances.

STEP 2:

How efficient is your retirement draw down?

By entering just a few pieces of information related to your retirement plans, you can determine if there is a way to spend your savings that will provide more income for you in retirement. 

Bond Financial Group

Your Dreams Matter

At Bond Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Dylan Bond

President

After graduating from college, Dylan spent five years working for investment banking and brokerage firms in New York and Boston. While there, he noticed a conflict of interest between what was best for his clients and what was best for the company. Inspired by his desire to offer client-focused financial solutions, Dylan left the large firms behind and started Bond Financial Group, an independent Registered Investment Advisor. Now, Dylan works directly with his clients to find the right plan for their needs.

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Schedule A Meeting

Schedule a phone call to talk with us and discover what your ideal retirement looks like. You will receive a custom strategy to help you reach your unique retirement goals.

Our Impact

HOW OUR PROCESS CAN WORK FOR YOU

We will deliver to you our findings and what we would recommend if you were a client of ours.  There is no pressure, no cost, and no obligation.  If you have questions on your current plan or are looking to create a retirement plan, give us an opportunity to show you how we work, what we do, and our commitment to providing a high level of personalized customer service that makes the difference to our clients.

 
 

Events

Attend a Webinar

Bond Financial's Retirement Webinar

Our webinars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our webinars to learn how addressing these concerns can help you feel more confident about the days ahead.

Radio

Retirement Route Radio

Listen to Retirement Tips on the Radio!

Listen to Retirement Tips on the Radio!

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Bond Financial Group

How Can We Help You?

Have a question or simply want to learn more about how our process works? Fill out the form below, and we’ll get back to you soon. We’re committed to being your resource for all things financial.