Wealth Management Services

Trust. Bond Beebe provides the convenience and effectiveness of combining wealth management, tax, accounting, and business consulting services under one roof. Through our affiliate, Bond Beebe Financial Advisors, LLC, we deliver a coordinated team of trusted, experienced advisors ready to work alongside you to help you achieve your goals.

The Financial Planning Process

Development. Our first step is to understand your goals. What are you trying to accomplish for your family? How much time do you have to prepare to retire? What kind of earning potential and expense budgets do you need? We look at what stage of the Lifecycle you are and help identify your level of risk tolerance to develop a plan that works best for your unique situation.

Review. Once a plan is designed it needs to be periodically reviewed and modified as needed. The business climate changes, an individual’s needs may change or there may be other considerations to evaluate. We keep an ongoing communication line open with our clients and give periodic reviews. It is the personal touch we provide that helps our clients sleep better at night and best maintain their comfort level with their investment decisions.

An Example of Our Process

  • Profile | Our professionals develop a financial profile that includes an evaluation of your current financial position, including taxable and tax-deferred accounts.
  • Comfort | We consider your ability to tolerate risk, your income needs, time of life, and any special circumstances that may require financial and investment solutions.
  • Vision | We formulate near-term goals (three- to five-year timeframe) that can be more specifically targeted, while longer terms goals require continual evaluation.
  • Assessment| We monitor macro-economic events that impact your investment allocation and recommend changes dictated by the economic environment or as personal circumstances change.

To learn more, please contact Bond Beebe Financial Advisors, LLC, at www.bbfaonline.com

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