Bone Asset Management

Navigate Your Retirement with Confidence

We'll get you through the next 30 years of your life.

Retirement Income Planning

We ensure a steady income stream throughout your retirement, giving you peace of mind.

Investment Management

Our approach optimizes your investments to align with your financial goals and market conditions.

an older man is hugging a younger woman
a person is riding a wave on a surfboard in the ocean

Long-Term Care

We help you plan for future healthcare costs, protecting your assets and ensuring quality care.

Risk-Management

We implement strategies to protect your assets from unreasonable losses due to market downturns.

An elderly woman is sitting on a couch reading a book.
A family is standing on the beach looking at the ocean.

Registered Investment Advisors

A black and white drawing of a medal with a bow.

As registered investment advisors (RIAs), we are fiduciaries and hold a legal and ethical obligation to always act in your best interests.

A black and white drawing of an open book with a light bulb inside of it.

Register for the Retirement Class

Ready to take control of your retirement planning? Our complimentary three-hour, hands-on Retirement Class dives deep into the complexities of retirement planning, focusing on advanced strategies rather than basic principles. You’ll explore real-life case studies and have the opportunity to ask personalized questions to help build a successful retirement plan. Attendees will also receive a free, no-obligation, in-depth retirement plan customized to their unique needs.

Register

About Bone Asset Management

As you approach retirement, exciting opportunities come with important questions about your financial future. At Bone Asset Management, we specialize in guiding you through this critical phase, ensuring your money lasts as long as you do. Our philosophy, “Losses Hurt You More than Gains Help You™,” drives our goal-based planning process, which focuses on creating reliable income streams and protecting your assets from market downturns. We’re passionate about helping you piece together the puzzle of retirement, so you can confidently enjoy the life you’ve worked so hard to build.

“The secret of getting ahead is getting started.”
-Mark Twain

Share by: