David A. Bond, CLU,ChFC

David A. Bond, CLU,ChFC

Partner
Retirement Planning Specialist

Phone: 248-377-1720
Fax: 248-377-1860
E-mail:
 

PERSONAL:

I have a lot to be thankful for. After 29 years of marriage to Phyllis, we continue to enjoy watching our three children grow and mature into wonderfully talented individuals. Trevor is our oldest son. He has a growing business in Rochester as a hairstylist and barber. We are excited to have him back in the Rochester area.

My daughter, Lydia, graduated from Grand Valley State University and is teaching 1st grade in the Bloomfield Hills School District. We are very proud that she has made the deans list every semester and is beginning her life long dream of teaching.

Hallie is now a teenager and is very active with multiple interests. She competes in Equestrian riding competitions, is an accomplished singer, and has landed roles in a number of local musicals. She is very active in the drama and vocal programs at Stoney Creek High School.

I am confident that the coming years will continue to be filled with plenty of date nights with my wife, perhaps a wedding or two, vacations and mission trips with the family, activities with our church, and more than a few rounds of golf!

PROFESSIONAL:

I started my financial service career 30 years ago as an honors graduate of Michigan State University. By 1993 I obtained the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College. From the beginning I have been fortunate to share in the growth and rewards of this career along side my best friend and business partner, Craig Wiklund.

Together we have received national recognition within the industry for various production and service hallmarks. Other milestones achieved within our industry include induction into the Hall of Fame, Hallmark 2, Legion of Honor, Circle of Excellence and repeated qualification in the Million Dollar Round Table.*

I am certainly proud of these accomplishments, but the greatest joy comes from knowing that every award is a direct result of a client putting trust and confidence in us to service their financial needs.

VALUE TO WIKLUND & BOND FINANCIAL SERVICES:

The firm of Wiklund & Bond Financial Services, Inc. was formed as a team in order to combine the unique professional abilities of each associate. As a senior partner of the practice the firm has looked to David for leadership in the areas of employee group benefits and individual retirement planning. He continues to work with our clients on a wide spectrum of financial needs, but finds himself dedicating more of his time and research to the individual estate and retirement planning market.

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.