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BOND WEALTH MANAGEMENT, LLC (“BWM”) is a registered investment adviser offering advisory services in the State of Virginia and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by BWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of BWM unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

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essential financial planning

COMPONENTS

  • A customized comprehensive financial plan built by a Certified Financial Planner™ for your specific financial situation and goals
     

  • Savings strategies
     

  • Debt reduction strategies
     

  • Design of tax advantaged education savings strategies
     

  • Design and setup of tax deferred and tax advantaged retirement projections and strategies
     

  • Investment Management Services for all brokerage and retirement accounts
     

  • Customized portfolio rebalancing
     

  • Review of employee benefits packages and recommendations
     

  • Unlimited email and phone communications
     

  • Meetings throughout the year to review plan implementation and progress

RATES

$1,000 plan creation fee  

+ $500/quarter 

+ Investment Management Fees (for those with investable assets)

Minimum annual fees of $4000

COMPONENTS

  • All services from Essential Financial Planning, as well as...
     

  • Incentive Stock Option, Non-Qualified Stock Option, and Restricted Stock analysis and strategy formulation
     

  • Social Security benefits analysis
     

  • Calculation of yearly required minimum distributions for retirement accounts
     

  • Tax-efficient philanthropic giving plans
     

  • Review of all insurance policies in force; recommendations on new policies to consider
     

  • Coordination and meetings as needed with your attorney, insurance agent, accountant, employer’s human resource department
     

  • Partnership with attorney around wills, trusts, powers of attorney, medical directives
     

  • Quarterly meeting to review plan implementation and progress
     

  • Annual multi-generational meeting with your family to discuss legacy desires and strategies

RATES

$2,000 plan creation fee  

+ $1,000/quarter 

+ Investment Management Fees 

premium financial planning