Investment Advisory and Brokerage Services
We listen closely to not only what is important to you, but why. Critical financial events, good or bad, will arise throughout your lifetime, and we are here to analyze the impact of these events for you and respond in an informed manner. We understand that your legacy is important to you and your loved ones; we believe taking the right precautions now can reap big rewards later. At Bode Financial Group, LTD, we work as a team with your attorney, accountant, and other skilled professionals to facilitate an appropriate plan based on careful and comprehensive consideration.
Retirement Planning
The goal of investing is to ensure financial security throughout life. Millions of Americans struggle to ensure that they have enough income to last through their retirement years. We take the time to listen to your personal situation, and then determine your retirement intentions, and income needs to sustain your lifestyle. Whether you are just starting to plan, getting ready to retire, or already enjoying retirement, we will develop a strategy designed to help you retire comfortably, and with the confidence you will not outlive your assets.
Education Funding
We all want the best for our children. However, with the price of education consistently rising every year, assuring that our children have the means to achieve their goals has become difficult. A proactive plan for your child’s educational future could help alleviate some difficult decisions down the road. We are able to craft an investment plan personalized to you and the anticipated needs of your family. Our team will listen to your aspirations for your children and work with you to put your family into a positive financial position as you look forward to your children’s education.
Family Financial Planning
At Bode Financial Group, LTD, we believe financial planning is about more than money. It’s about individual needs, goals, hopes, and dreams. It is a process through which you gain a better understanding of where you stand now, and a clearer picture of where you want to be. You may not have the time, desire, or experience to properly plan and manage certain aspects of your life. As skilled and experienced professionals, we help you clarify your goals and identify the strategies that will help you achieve them while guiding you each step of the way. Your life is expected to change, and as your partner, we will help see you through these changes in a confident manner while staying on track to achieve your financial goals.
Building a Legacy Through Estate and Gifting Strategies
An essential piece of protecting your wealth may be having a plan in place to take care of your family. When this is a part of your lifetime financial planning goals, it is crucial that you prepare both emotionally and financially for the inevitable time when you are not around. We have extensive experience working with clients whose goals is to pass on their hard earned assets to their families, rather than leaving an excessive tax bill due to lack of smart advance planning strategies. Many clients have also determined that their wish is to leave benefits for their charity of choice. Again, with informed and proactive financial planning strategies, your giving plans may be implemented in structured methods which maximize the value of the contribution. You have worked hard for your money and we will strive to ensure that every detail of your wishes is attended to. Tom is a certified public accountant who will use his knowledge and experience while working with your attorney, accountant, and any other financial professionals to carry out the legacy you dream of today, for a brighter future tomorrow.
Protecting Your Family – Insurance
Critical financial events, good or bad, will arise throughout your lifetime, and we are here to help anticipate the potential financial consequences arising from these events, and plan accordingly. We have access to numerous independent insurance companies that are recognized among the leaders in family and business protection. Our highly skilled professionals provide competitive quotes from insurers for individuals seeking life, long term care, or disability coverage and businesses seeking key man insurance or buy-sell funding. Whether your needs are for individual, family, business, or professional coverage, we explain your choices and work to implement the best plan to fit your needs and comfort level.