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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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Case Studies - How Do You Benefit?


Mid-Career Looking for Guidance

We need help with so many issues. We need someone who understands all of them.

Mid-Career

In transition family 

Widows In Transition

I want someone I can trust, someone that is a fiduciary. And, I need someone that can help me understand the details of what my new normal looks like.

Nearing Retirement

We’ve been saving for years and watching every penny - now we want to simplify and get some help. We want someone to tell us we will be okay.

Retirement couple.

Physician


Busy Physician or Professional

There are so many moving parts, and I’m too busy to deal with it. I want someone who can put the pieces together and help coordinate it all.

Enjoying Retirement

We want help from an expert who will help us and will educate us, interact with us. We aren’t receiving the comprehensive advice we need.

Retirement couple on beach.