Over 80 years of combined experience to help you work towards your dreams.
The Bond&Devick Team provides answers to complex financial issues we all face. We offer personalized Goals-Based Financial Planning services including:
- Retirement Planning – will you outlive your assets?
- Investment Planning – building a portfolio aligned with your goals.
- Retirement Income Planning - managing your income and cash (including maximizing Soc. Sec. benefits).
- Estate Planning – working with your attorney to make sure your assets pass to your heirs as efficiently as possible.
- Tax Planning – working with your accountant to manage and reduce your tax liability.
- Risk Assessment – having enough and the appropriate kind of insurance.
Managed Accounts. We are able to choose investments we believe are the “best of the best” including mutual funds, load-waived mutual funds and individual stocks and bonds without paying a commission. Instead, our fee is based on the amount of assets we manage on your behalf. The current rate is between 0.75% - 1.25%, depending on the amount of assets under management. Generally, our minimum account size is $1,000,000 for clients who want us to actively manage their portfolios. However, our services are also available to investors who are actively investing for their future at a lower level of assets.