Bond Financial

Description

Debi joined Bond Financial in February of 2008. With 14 years of experience in the insurance industry, she manages the processing of new business. Debi provides support and expertise for the application and underwriting process of life insurance, long-term care, disabilty, and annuities. Debi graduated from Washington State University with a degree in Social Science, with an emphasis on economics, and she has her ASC and ALU designations from LOMA. Prior to entering into the Financial Services, Debi had a 10 year career in retail management and loves working with people and problem solving, and also provides extensive policyholder services for our clients.

Finding the best solution to a retirement plan depends on many business variables, such as the firm’s objectives, its profitability, the owners’ budget, and the number and types of employees. What’s more, the decision necessarily involves at least three different entities: the owner(s), a third party administrator, and an investments specialist. Bond Financial has had over thirty years of experience in serving our clients needs in this arena. We will function as a liaison between the firm, the financial services vendor and the third party administrator. Our process begins with a detailed fact finding interview, in order to determine the goals and objectives of the owners, including a current census of employees. Then, together with a TPA, a plan will be analyzed to match the firm’s needs, and an appropriate investment platform identified. Often, a firm will already have a plan, but the owners are dissatisfied for any of a number of reasons. We can assist in amending the plan to bring it in line with the firm’s objectives, or possibly change the firm’s investment platform.

*MDRT is recognized as the standard of excellence in life insurance sales performance. **The FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR: Best in Client Satisfaction Wealth Managers. The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's evaluation. The FIVE STAR Award is not indicative of the wealth managers future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success. Advisory services offered through Eagle Strategies LLC, a Registered Investment Adviser.

Kim joined Bond Financial in April of 2010. She manages client relations, including client communications, calendar management, and marketing support. She also provides support for the application process for securities and retirement accounts. Kim graduated Magna Cum Laude from Pacific Lutheran University with a B.A. in Global Studies, with an emphasis on development and social justice issues. Before joining Bond Financial, she managed a family-owned wine-tasting room, where she developed a passion for building meaningful relationships and creating memorable experiences. She enjoys the opportunity to create strong connections with our clients, while providing excellent and efficient service.

With Lifetime Wealth Portfolios, we identify your unique investment and protection needs and recommend the asset allocation or risk/return strategy that’s right for you. Then we help you select the investments for your portfolio according to your objectives. Our portfolios leverage our unique approach to integrating your insurance and investments, and they include ongoing management and dynamic investment strategies to adjust to your evolving needs throughout your life.

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