In this episode, RJ and Brittany outline Bond&Devick’s client-focused, values-driven approach to financial planning. It begins by sharing the firm’s history and values, then shifts to understanding each client’s unique story, goals, and fin...

In this episode, RJ and Zack, Financial Advisors with Bond&Devick and Carole Isakson, Attorney with Barna Guzy &Steffen, LTD, explore the four key stages of business ownership—Establish, Survival, Growth, and Distribution—offering pract...

Since 1982, our firm has guided families through thoughtful estate planning, helping clients protect their wealth and values across generations. In this episode, we explore real-life stories, highlighting the importance of planning for heirs wi...

In this brief episode, RJ Devick and Brittany Metzig explore the strategies and advantages of making qualified charitable contributions through a donor-advised fund. Discover how this approach can maximize philanthropic impact while offering po...

In this five minute episode of Bond&Devick's podcast, RJ Devick and Brittany Metzig share insights on helping clients navigate changes and updates throughout retirement. They cover key topics such as cash flow management, tax strategies, Me...