Are you prepared for 30 years Without A Paycheck?
We’re here to help you feel confident in your financial future.
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.
1.Retirement Income Analysis
We take your different income sources, savings and investments and analyze how they work together.
2.Retirement Portfolio Analysis
We will work with you to identify your true risk tolerance and position your money to help you prepare for potential market corrections.
3.Your Retirement Recommendations
We will make any recommendations that we feel would help you achieve your goals more efficiently.
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.
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.
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.
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.
What is your risk number?
Does your current portfolio match your risk appetite?
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.
Ready to Take The Next Steps?
You don’t have to define your financial future alone. Talk to us today to learn how we can help.
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 could provide more income for you in retirement.
INSTANT DOWNLOAD Inflation and Your Retirement
Have you considered inflation's impact on your retirement? Prices are increasing on everything from groceries to healthcare. Download this guide to learn more about the most common questions on inflation including:
What causes inflation?
Is my retirement at risk?
Why is the rate of inflation rising?