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Our Process
Your Empowered Retirement
Live empowered.
Live in the moment.
Live your best retirement.
At Bond Financial, our Empowered Retirement Journey ™ delivers the confidence you need to live a fearless, decisive and confident retirement. Because your best years are still ahead of you, you deserve the freedom to make the most of every moment. Learn more about how our unique planning process can help you live an empowered retirement.

Investments
- Market volatility protection
- Assessing your risk tolerance
- Adjusting your portfolio to reduce fees
Income
- Social security maximization
- Income & expense analysis
- Inflation, spousal & longevity plan
Taxes
- Assessing the taxable nature of your current holdings
- Strategizing ways to include tax-deferred or tax-free money in your plan
Health Care
- Plan for protecting against rising healthcare costs
- Looking at all aspects of Medicare, Parts A, B, & D
Legacy
- Create a plan to help your beneficiaries reduce or avoid probate
- Maximize opportunities to reduce estate tax burdens
Interested?
Steps we'll take
Our process isn’t just our approach to planning. It’s how we deliver on what we’ve promised; it represents your entire journey.
Explore
Explore key considerations like who you are, what matters to you, where you are today, where you want to be, and any gaps along the way.
Entrust
Based on the information gathered in our Explore phase, our team of experts will begin to craft your customized financial plan.
Empower
We’ll actively manage and review your strategy, as well as provide support and empowerment to live worry-free and pursue the things that make life great.

The team that’s working for you
Meet the team working to help empower you to live life on your terms in retirement.