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Our Agency

I founded Bond Financial Group, BFG, in 1987 with a focus on protecting client assets. We put our clients first and represent a variety of carrier options and plans that help create custom solutions — our loyalty is to you, our client. Since we are independent, we can remain impartial while searching for the best plan to fit your insurance and investment needs.

At BFG, we focus on planning for those who are seeking a more secure lifestyle in their retirement. In this market, you simply cannot afford to make mistakes and put all of your money at risk of loss or have it all eaten up by taxes. We assist retirees, business owners, self-employed individuals, and families at all economic levels with retirement solutions to give them added peace of mind. Our mission is to help to provide this extra protection to our clients while maintaining the utmost integrity for their interests.

Retirement Planning

You wouldn’t trust just anyone with your money, so why trust just anyone with your retirement future? With experience and support to back them up, BFG strives to help you reach your future goals. We believe that every client is different — with different needs and objectives — which is why we create customized solutions for all our clients.

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Ensuring you have the proper tools in place to help protect the assets you’ve already earned is critical. That’s why we offer a variety of life and health insurance options, including Medicare Supplement insurance, to help protect you and your family.

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Get your complimentary copy of Top 10 IRA Mistakes: How to Avoid IRS Traps by David F. Royer!

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Why Use My Agency?

With nearly 30 years of experience helping clients maximize their retirement dollars, we know the importance of working to meet our clients’ needs, not the needs of insurance companies.

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My Support Team

Bond Financial Group, through its Cash Balance Advisors division, is part of a team of attorneys, CPAs, tax advisors, insurance and financial planning professionals, and actuaries working to create a strategic alliance with other financial professionals to help reduce taxes and build wealth for our clients.

Through our Outside The Box Tax Group division, we offer tax preparation and tax planning services. This group consists of CPAs, tax attorneys, and IRS enrolled agents.

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Download your BFG-GCB Roadmap infographic or brochure today!

If you’re interested in learning more, you can use our online resources to find out about the basics of retirement.