Bode Financial Group, LTD
With more than 25 years of experience, Bode Financial Group, LTD is a Wisconsin-based, full service, and independent financial services firm founded in 1994 by Thomas L. Bode. At Bode Financial Group, LTD, our focus is to help clients clarify and implement comprehensive plans to reach their unique financial goals.
Why use a CPA for financial planning?
Licensed CPAs have long been considered the standard for financial knowledge, objectivity and integrity, prepared to handle the most demanding tax situations. Their extensive training also provides a solid foundation for financial planning. In fact, licensed CPAs have an unparalleled understanding of how to help clients benefit from today’s complex decisions about taxes, retirement, estate planning, investments and insurance. Anyone planning their financial future will sleep better knowing their plan is CPA Strong.
Getting to Know You
The Value of Independence
As an independent firm, we are not affiliated with any investment or insurance companies, and are truly objective in the advice we give and the products we recommend. We are not influenced by recommendations or requirements from insurance companies, banks, or trust companies, where conflicts of interest can arise. We strive to provide exceptional customer service – you can be assured that by placing your trust in us, we take that commitment to service very seriously. We are proud that our values are shared with our broker-dealer, Cambridge Investment Research, Inc. (Cambridge). Together, we focus on a common priority – you.
Bringing it all Together
Well researched, strategically executed, and comprehensive financial plans integrate almost every aspect of your life. Our extensive knowledge and experience working closely with attorneys, accountants, and other skilled professionals enables us to facilitate an appropriate strategy to achieve your goals. This may include retirement planning to assure you can maintain your quality of life into retirement, estate plans and gifting to protect your legacy, setting aside money for your children’s or grandchildren’s education funding, protecting your assets with appropriate insurance and other planning needs.
Experience, Trust, and Commitment
Our personalized strategies are built around your goals, resources, and objectives so you can have the confidence that your investments will take you beyond the accumulation phase and into retirement.