An Independent Advisor Maximizes Your Choices

At Bode Financial Group, LTD, we provide our clients with the strength of teamwork and the flexibility of independence. We take your financial planning seriously and pride ourselves on our thorough process and attention to long-term strategies. As a trusted firm, we are committed to placing your interests first, carefully listening to your personal life situation, continually monitoring your progress, and revising your plan as needed so you can focus on the people and activities that bring joy to your life. Learn more…

Investment Advisory and Brokerage Services

We listen closely to not only what is important to you, but why. Critical financial events, good or bad, will arise throughout your lifetime, and we are here to analyze the impact of these events for you and respond in an informed manner. We understand that your legacy is important to you and your loved ones; we believe taking the right precautions now can reap big rewards later. At Bode Financial Group, LTD, we work as a team with your attorney, accountant, and other skilled professionals to facilitate an appropriate plan based on careful and comprehensive consideration. Learn more…

Retirement Planning

The goal of investing is to ensure financial security throughout life. Millions of Americans struggle to ensure that they have enough income to last through their retirement years. We take the time to listen to your personal situation, and then determine your retirement intentions and income needs to sustain your lifestyle. Whether you are just starting to plan, getting ready to retire, or already enjoying retirement, we will develop a strategy designed to help you retire comfortably, with the confidence you will not outlive your assets. Learn more…

Education Funding

We all want the best for our children. However, with the price of education rising every year, assuring that our children have the means to achieve their goals has become difficult. A proactive plan for your child’s educational future could help alleviate some difficult decisions down the road. We will craft an investment plan personalized to you and the anticipated needs of your family. Our team will listen to your aspirations for your children and work with you to put your family into a positive financial position as you look forward to your children’s education. Learn more…

Family Financial Planning

At Bode Financial Group, LTD, we believe financial planning is about more than money. It’s about individual needs, goals, hopes, and dreams. It is a process through which you gain a better understanding of where you stand now, and a clearer picture of where you want to be. You may not have the time or desire to thoroughly plan for certain financial ‘equations’ that may arise throughout life. As skilled and experienced professionals, we help you clarify your goals and identify the strategies that will help you achieve them while guiding you each step of the way. Life brings change: as your trusted advisor, we will help see you through these changes in a confident manner while staying on track to achieve your financial goals. Learn more…

Estate and Gift Tax Services

An essential piece of protecting your wealth may be having a plan in place to take care of your family. When this is a part of your lifetime financial planning goals, it is crucial that you prepare in advance for the inevitable time when you are not around. We have extensive experience working with clients whose goals include passing on their hard earned assets to their families, rather than leaving an excessive tax bill due to lack of smart advance planning strategies. Many clients have also determined that their wish is to leave benefits for their charity of choice. Again, with informed and proactive financial planning strategies, your giving plans may be implemented in structured methods which maximize the value of the contribution. You have worked hard for your money and we will strive to ensure that every detail of your wishes is attended to. Tom is a Certified Public Accountant who will use his knowledge and experience while working with your attorney, accountant, and other professionals to carry out the legacy you dream of today, for a brighter future tomorrow. Learn more…

Protecting Your Family – Insurance

Critical financial events, good or bad, will arise throughout your lifetime. We are here to help anticipate the potential financial consequences arising from these events, and plan accordingly. We have access to numerous independent insurance companies that are recognized among the leaders in family and business protection.  Our highly skilled professionals provide competitive quotes from insurers for individuals seeking life, long term care, or disability coverage and businesses seeking key man insurance or buy-sell funding.   Whether your needs are for individual, family, business, or professional coverage, we explain your choices and work to implement the best plan to fit your needs and comfort level. Learn more…