Spotlights > Financial Planning
Financial Planning
As CPAs and Certified Financial Planner™ professionals, Bonadio Wealth Advisors (BWA) has a unique perspective that is invaluable in helping you to understand and make the right decisions when it comes to your personal financial life. From estate planning to tax planning to expertise in personal financial management, & MORE, our hands-on approach helps you manage your financial life in an increasingly complex and challenging environment, resulting in the peace of mind that comes from knowing that you and your family are firmly in control of your financial destiny.
Today, individuals of means want trusted advisors who are a combination of coach, quarterback, and personal advocate and liaison to their attorneys, investment advisor, CPA and other professionals. To this end, we are pleased to introduce our latest financial planning service: Personal CFO. Now, you can have a trusted advisor who has the expertise and experience to advise across the major financial disciplines; who can spend the time, training and focus needed to provide quality advice; and who can manage and coordinate all aspects of your financial life (Click here for details).
The CPAs and Certified Financial Planners of Wealth Advisors can help you define your current investment holdings, discuss risk tolerance and time horizons, and begin the process of advising you on accumulation and preservation of wealth opportunities through various investment products and money management programs. We also offer a revolutionary new web-based “Wealth Management Solution” for organizing, summarizing, tracking, and safe-keeping financial information and legal documents (Click here for details).
We're determined to help you secure your financial well-being, and deliver peace of mind, in a number of ways. (for an overview of our Financial Planning services, click here) and we invite you to discover:
- Exceeding Expectations With Extraordinary Professionals
- Thought Leadership, Innovation and Viewpoints
For further information on Bonadio Wealth Advisor services
call us at (800) 487-7624 or contact us.
Exceeding Expectations with Extraordinary Professionals
Bonadio’s mission statement calls upon us “to be our clients’ most trusted advisor and consistently exceed their expectations”.
Bonadio Wealth Advisers is a firm staffed by CPAs who specialize in working with high net worth individuals, business owners and executives. As CPAs and comprehensive financial planners, we are more than your typical financial planner. We bring a multi-disciplinary perspective to any advice we give due to our unique backgrounds as highly experienced tax CPAs, Personal Financial Specialists, and Certified Financial Planner™ professionals.
We invite you to click below to discover why our clients have made these extraordinary professionals their trusted personal CFO:
Thought Leadership, Innovation and Viewpoints
Viewpoints is The Bonadio Group’s award winning forum for presenting observations, insights, and information on contemporary accounting, business management, and wealth management issues. Each Viewpoint is available in printable PDF format along with a downloadable MP3 which can also be played directly in your browser.
Click here for Viewpoints from members of Bonadio Wealth Advisors.
Overview of Bonadio Wealth Advisor Services
- Asset allocation strategies, monitoring and management
- Business succession planning
- Cash/debt management
- College planning
- Eldercare planning
- Estate and charitable gift planning
- Insurance analysis
- Beneficiary designation planning
- IRA distribution planning
- Legacy and wealth management strategies
- Personal CFO
- Retirement planning and financial independence analysis
- Special needs planning
- Stock option management
- Web–based wealth management solution
