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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?

Start planning today

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.
Start planning now

The team that’s working for you

Meet the team working to help empower you to live life on your terms in retirement.
Meet the team

Start planning your empowered future

Main Office
180 Denslow Road, Suite 2
East Longmeadow, MA 01028
  • 413.754.4747
Satellite Office
360 Bloomfield Ave, Suite 301
Windsor, CT 06095
  • 860.272.9120

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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.

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