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Discover many of the opportunities available to help you plan for your financial future.
At Bond Financial Group, we can help you determine a strategy appropriate for your financial situation.
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Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.

1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.

2 That’s where we come in. We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to protecting some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

At Bond Financial Group, we can offer you the following products and services:

1.  Investment Consulting:

  • Portfolio performance analysis
  • Risk evaluation
  • Asset allocation
  • Assessment of impact of costs
  • Assessment of impact of taxes
  • Investment policy statement

2.  Wealth Enhancement:

  • Tax mitigation- Working with your tax professional to determine ways to reduce tax liabilities when appropriate.
  • Cash-flow modeling- Creating a model of your current financial situation and cash flow requirements using an appropriate rate of return assumption, inflation rate, and future expense changes to determine how long your money will last.

3.  Wealth Transfer:

  • Transferring wealth effectively to the heirs; may not be within a family
  • Using beneficiary designations and transfer on death to avoid probate.
  • Working with your attorney to discuss wills, trusts, power of attorney, health care proxy, and how to title your assets.

4.  Wealth Protection:

  • Risk mitigation- Working with your property and casualty agent to make sure that you have the Proper coverages in place when appropriate.
  • Legal structures- Working with your attorney to determine the need when appropriate.
  • Transferring risk to insurance company.

5.  Charitable Giving:

  • Maximizing charitable impact to causes you care about.
  
Complimentary Report
"Mutual Funds"
The Good, The Bad and the Fine Print


Complimentary Checklist
"Your Retirement Income Planning Checklist"
Who We Are / Our Focus
Meet Dylan Bond

Dylan is an Investment Adviser Representative and a licensed insurance professional. He is the founder of Bond Financial Group

» Learn More About Dylan
Upcoming Events

View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.

» Calendar of Events
Our 5-Step Process

Our 5-step process offers guidance on your journey to retirement.

» Learn More
Investment advisory services offered through Global Financial Private Capital, LLC.

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

The "10 Things to Know About Planning Your Retirement Income" 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.