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11835 W. Olympic Blvd., Ste 1155E, Los Angeles, CA 90064

310-475-5854
RBOND@OSAICWEALTH.COM
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Investment Planning for Living Now &
Retiring When You Want

Serving Those In Need Since 1981
We strive to help you with your investment dollars and teach you along the way about your options. It will always be your goals, your objectives, our knowledge, our support for you and our patient advice because, "We are Big Enough to Know - Small Enough to Care"

You can have a Strategy of Hope or a Strategy of Knowing – your choice. Wherever you’re headed, let’s plan your course together, with style.

Schedule a Call

What We DoWe help families and individuals learn about and use the options in investing.

This website is a beginning. It is a place to relax, learn, laugh, think and become prepared. Check it all out – slowly.

In life, the more you work at learning, the more options you will have to make a choice in what to do. We will work with you, no matter the amount of money you have to start your planning. We will teach you about those options of where to put your money to achieve your goals. If you are single or married – working hard or hardly working, we’ll discuss your situation and help you to define your goals and then look at what is available.

As in life, the more you have to work with, the greater the number of choices. To us, you are a family member in need of help and support to be a financial success.

Who We HelpWe help all who need savings and investment planning help - we’re available to all.

Our clients are recently graduated young people with a little bit of money saved and a new job. Our clients are young couples looking to make money to buy that first car together, get a new apartment, or buy their first house. Our clients are men and women who have been working for a while and need to build up a nest egg for a better place to live, a nicer car, a great vacation or perhaps life as a married person. Our clients are couples with children who need to save for their child’s college education. Our clients are middle aged folks who need to plan for retirement – need to begin life insurance plans or LTHC plans or just want a better life than the Jones’ next door. Our clients are about to retire or are newly retired and need to plan for their Golden Years and do some Estate planning while they’re at it.

Young Professionals

Young Professionals

Your hard work, your degree(s), your experience – You, working so hard you don’t have time to learn about and watch the markets each day – and make decisions – relax, we’re here for you.

How We Serve You
Individuals & Families

Individuals & Families

You may be an individual, but you matter! Your goals, your dreams, your life and what you do to support your life – we’re here for you – like that good friend with incredible talent for investment planning – to help you. Same for families – only more of you with needs and dreams.

How We Serve You
Corporations

Corporations

Bottom line – you need to provide for your bottom line – your people. We work with all of them – the janitor up to the CEO – whatever is necessary. Your family becomes our family for support in their needs.

How We Serve You

How We HelpUsing 43 years of experience, we offer a wide variety of Financial Services.

We provide, not only the options of choice, but the education to go with and help understand these choices. We present and educate you in all the options you have, based on the assets you/we are working with. We talk to you in simple language – not in Wall St. terms, but Main St.- Your City terms – like two/three friends discussing plans and options while having a cup of coffee. We take our time until you are ready to decide and until you fully understand your options and what you choose and why.


Investment Management

Investment Management is ensuring you have all the options considered, assets are in place and are monitored on an ongoing basis.

Investing For Growth


Tax
Planning

Tax Planning is more than what you do 30 days before April 15th. It is taking advantage of what few options the government and the IRS gives you to manage tax obligations.

Help Me Save


Lifestyle
Planning

Lifestyle Planning is just what it sounds like – How do I/we plan so our finances are organized, so we can meet our goals, but also live our lives the way we want, without having to eat cans of Cat Food for dinner when we retire. (No offense to cats)

Build A Plan


Retirement
Planning

This, like everything else, is a matter of timing. You don’t plan for retirement when you are 25 – but you do set goals and objectives in order to prioritize your income usage and investments.

Where To Save

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide help you avoid these critical mistakes and potentially save you thousands in taxes and fees.

 

About Robert Wayne Bond Jr.Traveling Down A Path Together.

Robert Wayne Bond Jr., a UCLA graduate and licensed broker, carries the values of honesty and respect taught by his beloved auto mechanic father. With a career spanning various prestigious firms, he balances his love for teaching as a now retired high school social studies teacher, and is now back to full time advising clients on finances. A musician and magician, he also enjoys scuba diving and sharing his love for music and travel with his wife. Now leading R Bond and Bond Associates, he continues to serve his clients' best interests. Welcome home!

Our ProcessA partner on your life journey.

Step 1: Let's Chat!

This is our time to talk about you - your dreams, your goals, and everything you want to achieve. By phone, on the computer, or over a cup of coffee - I'll be all ears, listening carefully and chiming in when it's helpful. We'll have as many of these friendly meetings as you need.

Step 2: Review of Options and Choices

Once we've had our heart-to-heart chats, we'll dive into exploring your options together. We'll discuss any changes you might need to make and the choices available to you. It's all about teamwork and making sure you feel confident and informed about your future.

Step 3: Dive in!

With our plans set, we'll tackle the paperwork together. Once that's all set, we're ready to dive into the exciting part - working towards your dreams. And remember, we're in this together every step of the way, with no hidden fees or expenses for meeting and talking. Got any questions? Just give me a call - I'm here to help!

InsightsKnowledge Library

The knowledge library is an ever changing source of info and learning material for you and for me……….I need to know it inside and out if I am going to teach it to you. I have been doing this for 43 years – and so I know most of it, and what I don’t, I will tell you that and get you your answers. I will always work in your best interest and this library is a great resource to start with ….. so let’s get going ….check this out – take notes and write down questions.

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

Learn More
Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Learn More
The Power of 401k Catch-Ups

The Power of 401k Catch-Ups

Learn More

Contact UsConnect with a Professional

An advisor from R Bond and Bond Associates can help you create a financial plan for no matter what your interests are in saving, investing, or retiring.

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