You work hard for your money. Our customized plans serve to guard your financial goals and life savings.
Meet The Family
At Bona Fide Finance, we acknowledge that the future is uncertain, but we commit to preparing each client with sound financial strategies and prudent guidance, ensuring they are well-equipped for whatever lies ahead.
Ben Martinek
Deb Martinek
Bonnie Martinek
Our Approach
Achieving your goals
Money management
Providing peace of mind
Services
Financial Goals & Life Planning
Retirement Savings Projection
Tax Planning Strategies
Student Loan Analysis
Our services are tailored to individuals seeking financial clarity and security, including:
Young Professionals
Navigating the early stages of wealth accumulation and investment.
Families
Planning for education expenses, home purchases, and other significant life events.
Pre-Retirees and Retirees
Ensuring a comfortable and sustainable retirement plan.
Medical Professionals
Addressing the unique financial challenges faced by doctors and healthcare providers.
Our Fees
Ongoing Comprehensive Planning
starting at $350/month* minimum 12-month commitment
monthly fee is based on 1% of annual household income and 0.5% of net worth
$1000 down
Comprehensive Review
$5500
Unsure Which Financial Service is Right for You?
Tailored Financial Strategies for Medical Professionals
Student Loan Repayment Strategies
Optimizing repayment plans and forgiveness options
Smart Investing
Tailored portfolios to grow wealth while managing risk
Tax-Efficient Planning
Strategies to maximize income and minimize tax burdens