Over 80 years of combined experience to help you work towards your dreams.
The Bond and 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.