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Building Brighter Financial Futures
C. B. Bond Financial Planning, Inc. (CBBFP) is a financial planning and Pennsylvania-Registered Investment Advisory firm located in Murrysville, PA, a suburb of Pittsburgh. CBBFP specializes in providing financial planning services and investment advice to individuals and families on a fee-only basis. C. Bradley Bond, President of CBBFP, is a charter member of The Garrett Planning Network, a nationwide group of financial advisors who work with people from all walks of life, not just the wealthy, and who share the common mission of providing "Fee-Only Financial Planning and Advice for Everyday Life™."
CBBFP clients have the flexibility to engage CBBFP on a one-time, as-needed, or ongoing basis; for a single issue, or for comprehensive planning needs. Remember, you don't have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future - or seeking to protect, enjoy, and pass on those you already have, C. B. Bond Financial Planning can help you along the way.
Your financial objectives may include:
- Ensure retirement income
- Create and preserve personal wealth
- Reduce the burden of taxes
- Minimize the effects of inflation
- Maximize wealth transfer
- Establish charitable legacies
- Plan for specific financial goals
- Reduce the risk of financial setbacks
To help you reach these important goals, CBBFP services include:
- Personal financial planning
- Retirement planning strategies
- Cash flow spending plan
- One-time investment review
- Investment planning and periodic review
- Ongoing asset management
- Second opinion on investments or financial plan
- Advice on retirement distributions
- Advice on inheritances
- Estate planning
- Tax planning
- Long-term care planning
- Insurance needs analysis
- Employee financial education - Seminars on 401(k)s, employee benefits, etc.
Through the advantages of professional, fee-only planning, C. B. Bond Financial Planning seeks to empower its clients to make the best financial decisions possible. Please read Seven Steps to Building a Brighter Financial Future™ and call for a complimentary get-acquainted meeting.
C. B. Bond Financial Planning, Inc.
4407 Old William Penn Highway, Suite 200
Murrysville, PA 15668
Phone (724) 733-2280 Fax: (724) 733-0092
Email: info@cbbondfinancialplanning.com
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