Bone Financial Group
New
Offers online services
New
Offers online services
About
Our motto is "We are our brothers' keeper" and over a 35 years timespan, we have assisted hundreds of clients with both pre-retirement and retirement planning.
Our most recent expertise is the addition of a VA Accredited Agent to handle senior veterans and widows in applying for pension benefits. Our fees in this area are linked to a guarantee of approval of penson benefits or a full return of all fees.
We enjoy seeing satisfied clients become friends and family.
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Frequently asked questions
What is your typical process for working with a new customer?
We suggest that our clients submit an online form and schedule an appointment to discuss options.
What education and/or training do you have that relates to your work?
PhD, University of Wisconsin
Services offered
Business Consulting
Financial Services And Planning