Most families do not have continuity in the handling of their life savings, especially when one spouse passes away and the other takes over. Then there is another break when the children receive their inheritance. Each person tries to find their way through trial and error. For most families, this means the life savings will be dim
Most families do not have continuity in the handling of their life savings, especially when one spouse passes away and the other takes over. Then there is another break when the children receive their inheritance. Each person tries to find their way through trial and error. For most families, this means the life savings will be diminished under each new manager - not just from getting spent, but from investment mistakes. How can your family create a more positive and lasting family legacy?
My goal is to help my clients understand the science of investing and see how freeing that could be for them and their children. Unfortunately, as an estate planning attorney for more than 25 years, my clients’ families have almost universally achieved either mediocre or terrible results with their life savings. At various points in the
My goal is to help my clients understand the science of investing and see how freeing that could be for them and their children. Unfortunately, as an estate planning attorney for more than 25 years, my clients’ families have almost universally achieved either mediocre or terrible results with their life savings. At various points in their retirement years, they have experienced fear, uncertainty, anger, or disappointment over their investments. Who wants this? That’s why I created Bond Wealth Planning. I felt that it was just a crying shame that people were unaware of how to use the science of investing to their own advantage and peace of mind.
If investing the right way in the stock market were easy, everyone would already be doing it! You are your own worst enemy. What you need is an expectation that you and your family will receive consistent advice over long periods of time from a firm who is interested in the success of your plan not only for you, but for generations to co
If investing the right way in the stock market were easy, everyone would already be doing it! You are your own worst enemy. What you need is an expectation that you and your family will receive consistent advice over long periods of time from a firm who is interested in the success of your plan not only for you, but for generations to come. Bond Wealth Planning & Investments' purpose is to fill this role for families.
Most families do not have continuity in the handling of their life savings, for most families, this means the life savings will be diminished under each new manager - not just from getting spent, but from investment mistakes. How can your family create a more positive and lasting family legacy? As an estate planning attorney for more than 25 years, I have seen my clients families almost universally achieved either mediocre or terrible results with their life savings. This is why I created Bond Wealth Planning, to help families create great and lasting legacies.
Discover the Forces That Work Against You as an Investor
Wall Street tries to mislead us every day. We think we are acting rationally, but Wall Street uses our own biases and its cold calculation to trick us. There is a never-ending flow of news, ads, and announcements of every kind. The media wants to capture our attention. They feed us information to excite our imagination, and play on our fears and hopes. Arm yourself against this!
Investors Falsely Assume that Stock Market Investing Works a Certain Way! Nobel Prizes and empirical studies provide the real framework for successful investing and greater peace of mind. Sadly, few apply them. Arm yourself with the facts. This is critical information for your future!
It is never too late to create a successful family legacy. Tell us more about your goals, and we will get you started on a plan to achieve them.
25211 Grogan's Mill Road, Suite 323, The Woodlands, Texas 77380
(281) 798-7551 / (936) 581-5564 b.bond@bvwealth.net / m.hicks@bvwealth.net
Open today | 09:00 am – 05:00 pm |
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