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Serving Near-Retirees, Retirees and Widows



 

Near-Retirees

Whether you are several years from retirement or on the cusp of retirement, you are focused on making critical decisions that will impact your future. We work with two segments within this group based on how close to retirement you are.

Balancing Act. You may be at the peak of your career and you are not slowing down. However, retirement is coming into more focus and you want to find the right balance between living for today and ensuring financial independence for tomorrow.

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Cusp of Retirement. Retirement may be 1 - 4 years away, and you want to be laser-focused on making the right financial decisions as you transition to retirement.

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Retirees

You are retired, and you now realize you need a retirement specialist to help you make the right financial decisions for you and your spouse.   You want peace of mind by developing a reliable income stream and you want your spouse to have someone to go to should something happen to you.   

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Widows

You are looking for a trusted advisor that listens to you and provides clarity on your financial life.  While the journey may have been difficult - and may still be -- you are looking for someone that cares and will provide education and the answers that you are seeking. 

Mel Bond has witnessed the challenges and concerns of a widow first hand and that is why he is passionate about serving widows.

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What are the benefits of using the right fiduciary advisor?


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HARD DOLLAR SAVINGS

Whether it is value derived from tax strategies, improved long-term investment performance from the matched bucket approach, effective debt strategies, or avoiding poor decisions on financial topics, we strive to provide quantifiable benefits for our clients.

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PEACE OF MIND

Receiving clarity on your financial position today while gaining confidence from taking key steps for a secure financial future may be the greatest benefits of all.

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Life Fulfillment

 A life-focused financial advisor can help you explore and pursue living that intentional life you always wanted. It's a matter of life!

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Time Savings

Utilizing the right advisor's wisdom, experience, and technology allows you to balance life’s obligations and spend time in your areas of expertise and on what matters most to you (family, community, career, recreation).