Wiklund & Bond Financial Services

Executive Compensation, Business, Estate & Retirement Planning

For over two decades, Wiklund & Bond Financial Services, Inc. has been providing a wide range of investments, insurance, and other financial products to help our clients meet their individual and business needs.


 

We utilize a team approach, drawing upon the professional experience of each partner, associate, and support staff, in order to provide the products and services desired by each client. We encourage the involvement of other professional advisors and harmoniously work with them for our client's benefit.


 

Our reliability, loyalty, and customer satisfaction are the basis of our long-term relationships with our clients. To see pictures and to learn more about our team, click on the "Our Professionals" link to the right side column of our site.



 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Every Little Bit Helps

IRA catch-up contributions enable investors aged 50 and older to make up ground in saving for retirement, whether they had a late start or just want to sock away more money.

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

More Newsletters →