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.

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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.

CONNECT WITH US

Phone: 413.754.4747

Services

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CORPORATE HEADQUARTERS

180 Denslow Road, Suite 2

East Longmeadow, MA 01028

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DISCLOSURES

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The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Bond Financial Group in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Bond Financial Group does not provide tax or legal advice. All information or ideas provided should be discussed in detail with an advisor, tax professional or legal counsel prior to implementation.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services provided by Bond Financial Group, Inc.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Any media logos and/or trademarks contained herein are the property of their respective owners, and no endorsement by those owners of Dylan Bond or Bond Financial is stated or implied. 625486-1

Investment Advisory Services offered through Bond Financial Group a Registered Investment Advisor (GFG).

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

“[Report Name]” 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.

* The network and publication appearances listed do not represent any endorsement, level of expertise, recommendation, or any affiliation with Bond Financial Group.