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The Bond Financial Group Companies (BFG) consists of 3 separate financial services companies, all founded by Gene Bond in April 1987, and one company (Bond Sales Academy) that he created in April 2000 to help financial professionals best serve their clients. Bond Financial Group Insurance Solutions (BFG Insurance Solutions) offers insurance products and insurance-related services, BFG Investments offers investments and investment-related services, and Outside the Box Tax Group (OTB Tax Group) provides tax planning and tax preparation services exclusively to the clients of BFG, BFG Insurance Solutions, and BFG Investments, as well as the children of their clients. Investment Advisory Services Provided by Tucker Asset Management LLC, a Registered Investment Advisor. BFG Investments and Tucker Asset Management are independent entities. Bond Financial Group is part of a national team of Nobel Prize-winning economists, attorneys, CPAs, tax advisors, insurance & financial planning professionals, actuaries, and government officials 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, investment, and retirement income planning needs. Any accounting, business, or tax advice on this website, including any advice from any links posted on this website, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.