Gene Bond
Federal Benefits Specialist
Bond Financial Group 
Office: (601) 707-9480 
Mobile: (601) 917-8886
Fax: (601) 856-0901
Email: gene@bondfinancialgroupms.com 
Website: www.bondfinancialgroupms.com
574 Highland Colony Pkwy, Suite 320-P
Ridgeland, MS USA 39157​

​Services Provided In The States Of: 
Alabama, Mississippi, Louisiana, Montana, Oregon, and Texas
As financial professionals who specialize in helping government employees transition from work to retirement, we understand that you may have questions about when and how you can retire. This special report addresses some common questions and presents some strategies to help you prepare for a more comfortable retirement. We cover all the bases, including: 
  • 401k/TSP/IRA Rollover Planning
  • Social Security Maximization
  • Tax Planning
  • Estate Planning 
  • Tax-Free Income Planning
  • Tax-Free Wealth Transfer 
  • Balanced Financial Portfolio Management 
  • Final Expense Planning 
Founded in 1987, Bond Financial Group is part of a national team of attorneys, CPA's, tax advisors, insurance and financial planning professionals, and actuaries working to create a strategic alliance with other financial professionals to reduce taxes and build wealth for our clients. We represent multiple carriers and plans, so our loyalty is to you, our client. Since we are independent, we can remain impartial while searching for the best plan to fit your insurance and investment needs.
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FREE BENEFITS PROTECTION KIT 

Our Federal Employee Benefits Protection Kit is built to provide you the essentials steps and information to ensure your retirement is protected and that you are getting the most out of your benefits! The kit will include the following: 
  • 2020 Tax & Contribution Guide 
  • 5 Things You Should Consider Before Claiming Social Security 
  • Retirement Income Worksheet 
  • Customized Retirement Analyzer Plan 

    *Complete the form below to get your personalized
    FREE Federal Benefits Analysis & Retirement Plan

    Any personally identifiable information gathered by Federal Employee Benefit Planners will be used for internal purposes only. We will not disclose or divulge such data outside of Federal Employee Benefit Planners. Please allow our team 48 hours to create your custom report before a short review appointment with your Federal Employee Benefit Planner.
    Investment advisory and financial planning services are offered through Alphastar Capital Management, LLC (“Alphastar”), an SEC-registered investment adviser. Bond Financial Group and Alphastar Capital Management, LLC are separate and independent entities. Bond Financial Group offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Bond Financial Group and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered or guaranteed by Alphastar.

    Income, Expenses & Benefits

    Thrift Savings Plan

    FEGLI Benefit

    Other Assets

    If you or your spouse have non-government retirement investments, please identify them below.

    Retirement Goals