Company Overview
- Headquarters
- PO Box 33371, Raleigh NC
- Website
- bonefinancial.com
- Phone
- (919) 833-7580
- Employees
- 3
- Founded in
- 1985
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Bone Financial Group
Bone Financial Group is a privately held financial firm located in Raleigh, North Carolina. Employing three individuals, the company generates approximately $2.5 million in annual revenue. Bone Financial Group specializes in creating tax-free, risk-free retirement income solutions for both private individuals and corporate clients. Their proprietary Kai-Zen platform combines financial leverage, utilizing corporate rate bank loans, with equity-indexed universal life insurance contracts. Their unique approach aims to surpass the performance of traditional qualified and non-qualified retirement plans, typically achieving returns of 63-97%. Bone Financial Group offers flexible solutions, allowing clients to implement their plans independently or integrate them as employee benefits. Clients seeking further information can contact Bone Financial Group directly via phone at 919-673-6537.
Company Leadership
Bone Financial Group Industry Tags
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