C. Bradley Bond (AIF®, CFA, CFP®)

C. Bradley Bond focuses in the
following client markets or areas of practice:

College/Education Planning

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Personal financial planning
Retirement planning and distributions
Investment planning
Second opinions
Estate planning and inheritances
Tax planning
Long-term care planning
College planning
Insurance planning and needs analysis
Employee financial education

Additional Information

C. Bradley Bond is a member of the Garrett Planning Network, a nationwide network of professional, fee-only financial advisors who serve people from all walks of life, not just the wealthy. We offer services on an hourly, as-needed basis, with no minimum account size or net worth requirements.