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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.


  • Market volatility protection
  • Assessing your risk tolerance
  • Adjusting your portfolio to reduce fees


  • Social security maximization
  • Income & expense analysis
  • Inflation, spousal & longevity plan


  • 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


  • Create a plan to help your beneficiaries reduce or avoid probate
  • Maximize opportunities to reduce estate tax burdens

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 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.


Based on the information gathered in our Explore phase, our team of experts will begin to craft your customized financial plan.


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.

Start planning your empowered future