Guidance You Can Rely On
We’re an advisory practice founded on providing solutions and services that help meet your needs. You’ll have access to the planning, analysis, and market-reach that your financial future requires for success.
Going Above and Beyond the Process
It’s not enough to be a financial professional. We are financial educators guides and leaders. We commit ourselves to the relationships we engage in and support every stakeholder’s interest. Once we’ve evaluated your needs and implemented a strategy, we’ll stand by your side as you navigate life to help ensure you’re on the right track to meeting your goals.
How It Works
Setting a Foundation
Our advisors take the time to work closely with you to evaluate your needs. We’ll use the information we’ve learned about your life, family, finances, and goals to find the options that best fit your needs. We make sure you understand everything about every option, so you can make an informed decision with confidence.
Problems We Can Help Solve:
“We’re trying for our second child, but we’re not sure we’re on the right track with our finances. We want to make sure our children are set up for a bright future.”
Our advisors will find a solution that allows you to save comfortably for the future without stretching yourself thin in the present.
“My retirement is around the corner and I need to figure out if I’ll be able to retain the financial independence I’ve grown comfortable with… even without the steady paycheck.”
We pride ourselves on the ability to find the most appropriate options for our clients, regardless of their current financial circumstances. Our advisors will work with you to help meet your needs.
“I need to plan for my special needs child in the event I am no longer here. It’s important that I understand the most appropriate way to do so without impacting any Medicaid or Supplemental Social Security Income benefits they are currently receiving.”
At Bona Vita Benefits, we understand how delicate— and important— your financial future is. Through a detail-oriented research process, we’ll evaluate your needs and find the best fit for you and your loved ones.