Bond Financial House was started in 1999. Over the years we have grown in many ways. We now have two areas of expertise within one company; Bond Financial House Individual Services and Bond Financial House Group Services.
Bond Financial House Individual Services assists individuals, business owners and families save for their future, build net worth, and create insurance and estate plans all in a tax efficient manner.
In 2005, we created Bond Financial Group Services where we specialize in Group Insurance, Group Retirement products and Weekly Accident and Workplace Accident and Indemnity plans.
Our role is to bring the future into the present; to offer our clients the knowledge and opportunity to consider their options and to act on them with the confidence that we are there every step of the way.
Getting to know you is critical. As your trusted advisor, we work with you (and your organization) to gain a clear picture of where you are now, where you would like to be, what opportunities and threats may exist. Then, it is our role to offer solutions that work, that meet your budget and that you can feel comfortable with.
We want to meet with you regularly to review your progress and make adjustments if need be.
There will be ups and downs in life and regular reviews can help to get you back on track quicker than trying to plan for the future all alone. Do it yourself investing and insurance planning can be daunting, time consuming and difficult. Our job is to make these decisions easier for you.
At Bond Financial House we are proud to be Independent Advisors.
People lead very busy lives and we can assist you to make your way through the maze of choices and find solutions that you are happy with.
Studies show that working with an Independent Advisor is better for most people.
We welcome your ideas and input because we want to know you and your organization, and offer the best advice and solutions possible.
At Bond Financial House we use an unbiased approach, as we are not tied to any one company. We have many products and ideas to share, and we prefer to offer what we believe are best solutions for our clients.
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