What We Do

What We Do

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Retirement Financial Planning Tailored Just for You

At Bone Asset Management, we believe people should retire with more than a "guess". Every situation is different, and we'll help you accomplish your retirement goals with an approach customized to your needs. 

The first step towards planning your retirement is education.

We offer an intensive, hands-on retirement planning class at different universities located throughout the Detroit metropolitan area. Those who attend one of our classes receive a free, no obligation, in-depth retirement plan. The following are some of the topics we cover in class:

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Long-Term Care

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Risk Management

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Replace Your Paycheck

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Pension, Annuities, and Social Security

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Investment Management

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Frequently Asked Questions

  • What is a Registered Investment Advisor (RIA)?

    A Registered Investment Advisor (RIA) is a firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. As an RIA, we are required to act and serve the best interests of the client, eliminate or disclose any potential conflicts of interest and to render investment advice prudently and in the best interest of their clients.

  • What fees do you charge?

    Our fees are based on a percentage of the assets a client entrusts us to manage. Please contact us for more details.

  • Why should I work with a fee-based advisor?

    Fee-based advisors eliminate the inherent conflict to recommend certain products or services that provide advisors with additional compensation. A fee-based advisor is in a better position to offer impartial investment advice in the best interest of its clients.

  • Where will my money be kept?

    ​We never take custody of client assets. We use only unaffiliated, qualified custodians to take custody of client assets. Presently, our qualified custodians are Interactive Brokers, LLC and Charles Schwab operations and to maintain our 2-deep leadership standard.

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