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financial planning

COMPONENTS

  • Creation of a customized comprehensive financial plan suited for the client’s specific financial situation and goals
     

  • Debt reduction/savings strategies
     

  • Investment management services for all brokerage and retirement accounts
     

  • Unlimited email and phone communications
     

  • Customized portfolio rebalancing
     

  • Design of tax advantaged education savings strategies
     

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

  • Tax efficient charitable giving plans
     

  • Review of employee benefits packages and recommendations
     

  • Review of active retirement plans (401k/403b, pensions, etc) and provide contribution and asset allocation recommendations
     

  • Twice annual meeting to review plan implementation and progress
     

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

RATES

$2,500 plan creation fee  

+ $500/quarter 

+ Investment Management Fees (for those with investable assets)

Minimum annual fees of $4000

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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.