Bona Financial Group LLC

500 West Putnam Avenue, Suite 400
Greenwich, CT 06830
  • 203-742-1463


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If what you THOUGHT to be true about . . . 

  • How you finance and pay your mortgage
  • Income taxes
  • How you fund and distribute your retirement plans
  • How you pay for college
  • How you finance and pay for major purchases such as cars, etc...

turned out NOT to be true, WHEN would you want to know? 

I take a unique approach with my clients by helping them find money they are currently losing unknowingly and unnecessarily.  I do that by helping you focus on the losses and inefficiencies in your financial life.  Experience has shown that I can have a bigger impact on your financial success by helping you avoid the losses than by helping you pick the winners.

I encourage you to take advantage of a Complimentary Financial Consultation where I will show you:
  • How to become a Wealth Creator versus a Debtor or Saver
  • How you can capitalize on the power of compound interest
  • Ways to enhance access to your money providing greater liquidity, use, and control
  • Strategies to minimize the losses you may be experiencing because of how you pay for major capital purchases like buying cars and sending your kids to college
  • The benefits associated with various savings vehicles

You will also receive a FREE RETIREMENT REPORT that will answer these questions:

  • What rate of return do I have to earn on my savings and investments in order to retire at my current standard of living? 
  • What is the minimum amount of money I need to be saving each year to enjoy my present lifestyle during retirement? 
  • How long will I have to work before I can retire and be able to enjoy my present standard of living until my life expectancy? 
  • How much will I have to reduce my present standard of living to make my money last to my life expectancy?  

To schedule your consultation call me at 203-742-1463 or e-mail me at jbona@bonafinancialgroup.com.  I look forward to visiting with you.