Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Helping to ensure a financial future sculpted with knowledge, wisdom, and purpose.
Trusted Advisors Committed to Your Success
At Bastion Wealth Group, we believe in building strong, lasting relationships with our clients. Our dedicated team of experts offers personalized financial strategies tailored to your unique goals.
Financial Planning
Find out how to match your financial behaviors to your long-term priorites
Protection Planning
Discover how disability income insurance protects your ability to earn an income if you’re too ill or injured to work
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
U.S. Personal Savings Rate
What can be learned from the savings rate?
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
How to consider inflation into your retirement strategy
How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.
Finding calm during volatile markets
During volatility, avoid “panic moves” and consider ways to diversify, including annuities and whole life insurance
Financial planning for your special needs child
Financial planning tips, including ABLE accounts and special needs trusts, for parents of children with special needs.