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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. 

You may be at the peak of your career and still trying to balance living for today while planning for a retirement that is 10 years out. We can help you.

Or, you may be 1-2 years from retirement and realize there are way too many issues to go it alone leading up to and through retirement. We can help you. 

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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?

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.

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.

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!

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).

You are never too old to set another goal or
to dream a new dream.

- C.S. LEWIS