As a full-service financial planning company, we believe money is a tool to help people work toward their life goals with a sense of financial confidence.
Whether you are a young couple trying to buy a home, a professional working toward retirement, a grandparent opening a 529 plan for the grandkids, or a widow closing an estate, we provide financial services for every chapter of life.
There is no minimum net worth required to be a Bodnar Financial Advisors client. We believe that everyone deserves sound financial advice no matter what their starting balance is.
The team, led by John Bodnar (CFP® CIMA®), provides qualified advice and competitively priced services in the following areas:
Risk Management:
Medicare/Medicaid planning Disability income insurance Life insurance Long-term-care & Nursing Home insurance Personal and Business liability (umbrella) coverage Health insurance Medical Savings Accounts (MSA)
Retirement Planning:
Retirement cash flow study Social Security benefit estimates IRA and IRA rollovers Pension plans 401(k) plans Simplified Employee Pensions (SEP)
Estate Planning:
Simple wills and Guardianship of children Living wills, right-to-die and medical directives Estate tax analysis and calculations Use of Trusts to reduce estate and inheritance taxes Power-of-attorney Last-to-die (survivorship) life insurance Irrevocable life insurance trusts
Financial Planning Services:
Mortgage refinance analysis Cash flow and budgeting Credit card and consumer spending counseling Analysis of corporate downsizing severance packages Coordination of attorney, CPA or tax consultants to form an effective professional service network Ongoing monitoring of client's financial strategy and implementation of financial plan
Investment Management:
Risk tolerance testing Asset Allocation study Portfolio Management* Managed Futures* Individual stocks and bonds* EE & HH Savings bonds Real estate limited partnerships and REITS*
Please enter your phone number and click "Send" to receive the listing details by SMS.
For numbers outside the US, please enter the country code, for e.g. +91.
If you do not receive a message, your phone number might be registered in the Do Not Disturb Registry.
Number:
For numbers outside the US please enter the country code.
Please enter your phone number and click "Call" to call the listing owner.
Number:
For numbers outside the US please enter the country code.
