Inspiring Families To Create Great & Lasting Legacies
A Proven Approach
Our goal is to help our clients understand the science of investing and see how freeing that could be for them and their children. Unfortunately, as an estate planning attorney for more than 25 years, Bob Bond's clients’ families have almost universally achieved either mediocre or terrible results with their life savings. At various points in their retirement years, they have experienced fear, uncertainty, anger, or disappointment over their investments. Who wants this? We educate families how to use a scientific approach to investing for their peace of mind.
Planning Your Family's Future
Most families do not have continuity in the handling of their life savings, especially when one spouse passes away and the other takes over. Then there is another break when the children receive their inheritance. Each person tries to find their way through trial and error. For most families, this means the life savings will be diminished under each new manager - not just from getting spent, but from investment mistakes. How can your family create a more positive and lasting family legacy?
Why Us
If investing the right way in the stock market were easy, everyone would already be doing it! You are your own worst enemy. What you need is an expectation that you and your family will receive consistent advice over long periods of time from a firm who is interested in the success of your plan not only for you, but for generations to come. Bond Wealth Planning & Investments' purpose is to fill this role for families.
The most imporant thing to do if you find yourself in a hole is stop digging.
Warren Buffet
