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

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

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