Bone Financial Group

Bone Financial Group offers a full array of basic and advanced tax planning techniques including charitable gifting.

"Bone Financial Group is a small, risk-averse planning group," according to founding director, Horace Bone. "We give our clients guidance in both the accumulation and distribution of wealth, and we plan around their values. Unless a client can enunciate a set of values and tell us what he would like for his wealth to accomplish during and after his lifetime, we usually will not work with him. We believe strongly that wealth without a plan to benefit society is dangerous." Because Bone Financial Group is a small advisory firm that cannot offer every service, we have thoroughly researched and can recommend to our clients a group of highly skilled advisors that provide guidance in more complex areas. We especially pride ourselves in being able to offer advanced planning techniques that are