Welcome!
What makes Bond&Devick unique is our Goals-Based Planning and Team Approach. Our objective is to help our clients reach their long-term goals and dreams by creating a financial plan based on their unique goals and circumstances.
Phone call and appointment set up
Upon initial contact, we will go through a variety of questions and set up a meeting with one of our financial advisors.
Initial Meeting with a Financial Advisor
To make the initial meeting as beneficial as possible, we ask that you bring a provided checklist of documents. There is no fee for the first 1 hour meeting.
Financial Plan Development
During our first meeting, we'll review your financial situation and goals, then send you a contract to begin building your personalized financial plan. Once underway, we'll collect the necessary information to deliver an in-depth analysis - covering retirement, income planning, investments, estate planning, risk management, and education planning - and meet with you to walk through the completed plan.
Wealth Management and Investment Advisory Services
If we're a good fit, you'll sign a fee agreement based on your financial complexity and assets under management, which covers all meetings, calls, and communication and can be canceled at any time. We provide ongoing wealth management and advisory services - including tax, retirement, investment, and education planning - with annual in-person reviews and quarterly account updates from your advisor.