BOND & DEVICK FINANCIAL

Description

Managed Accounts, plus fee for service. The fee collected from managing your assets generally pays for most of the service we provide to you including, but not limited to tax planning, retirement planning, investment planning, etc. However, from time to time we must charge additional flat fees for providing extra services such as helping clients with probate and in-depth estate planning. All additional fees will be discussed and agreed upon in advance. You will never receive a "surprise" bill from us.

Rachel has been in the financial planning industry for over 12 years and with Bond and Devick for 8 of those years. Rachel manages Bond and Devick's client support area and provides high quality service to our clients. She is also in charge of regulatory and compliance supervision. Before joining Bond and Devick, Rachel spent over four years with Cetera Advisor Networks Minneapolis regional office where she was an Operations Specialist.

Financial planning is a journey not a destination. We provide annual, semi-annual, or quarterly analysis of your accounts and plan by reviewing your investments and your current situation. Things change in both the market and in your life, we will change your plan to make sure it is keeping pace with your goals. Tax planning is done on a regular basis and your retirement plan is updated when necessary. We have a competent team who is here to answer your questions. You will receive monthly market update emails and a quarterly newsletter. As well as have opportunities to volunteer with us and attend our client events.

Kristine has been with Bond and Devick for over 7 years. She manages our marketing, human resources, corporate finances and client communications with special emphasis on our website and quarterly newsletter. Kristine also coordinates our volunteer activities and client events. She volunteers for her children's schools and sports teams. Kristine enjoys decorating, traveling, taking pictures and spending time with friends and family. She is a College of St. Benedict graduate and lives in Plymouth with her husband, Chris, and their three children CJ, Jack and Natalee.

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