Wiklund & Bond Financial Services

Executive Compensation, Business, Estate & Retirement Planning

 For over 25 years 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. Our team's combined experience, credentials and knowledge of a wide-range of products and services allow our firm to provide top-quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.
 
Whether it's developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients.
 
Calculators

Life Insurance

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

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.

Cost of Retirement

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

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Newsletters

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Dispelling Umbrella Insurance Myths

Many people may think their chances of being hit with a multimillion-dollar lawsuit are fairly slim. Besides, wouldn't the liability coverage on their homeowners and auto insurance policies be enough to protect them against a claim or a lawsuit? Unfortunately, there are misconceptions about umbrella liability insurance that could cause someone to be underinsured.

Put It in Writing

A high level of job satisfaction is fairly typical of business owners, but it can also be a hindrance if it keeps them from thinking about a planned exit strategy. A written exit plan could help you avoid surprises.

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