Solutions
 Financial
Planning
At Bondar & Associates, we offer an objective, fee-based
approach to financial planning. Working closely with
you and your other advisers, we can develop a comprehensive
plan or focus on a particular area of concern: wealth
preservation, estate planning, business succession strategies,
retirement planning, education funding, portfolio management,
and charitable gifting.
The solutions we recommend and the strategies you decide
to implement will depend on your personal circumstances
and objectives.
Investment Advisory Services
In today’s challenging investment environment, there
are no simple solutions. Success is achieved through
a well-conceived investment strategy.
However, with over 22,000 entities that can call themselves
money managers and over 10,000 mutual funds to choose
from, creating an effective strategy can be a labor-intensive,
time-consuming process. Through our relationships with
independent, top-tier investment firms, I can help simplify
the process.
We typically use a fee-based “assets under management”
approach, which helps to ensure that our interest are
always aligned with yours—to protect and grow your investments.
Through our various investment programs—ranging from
separately managed portfolios of stocks and bonds to
mutual fund accounts—we can personalize your investment
portfolio to help you meet your financial goals.
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