I AM INDEPENDENT. I AM THOMAS BODE.
My journey is about building and preserving a solid foundation of trust. I believe in developing long-term relationships with my clients and their families. I am a 2014 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge Award for their steadfast dedication to serving their clients with integrity, commitment, flexibility, and kindness. In my free time, I enjoy spending time with my wife, Theresie, and our two sons.
Who we are: Bode Financial Group, Ltd. is located in Racine, Wisconsin, along the beautiful Lake Michigan shore lines and conveniently located between Milwaukee and Chicago. Bode Financial Group, Ltd. serves clients from southeastern Wisconsin and throughout the United States. I founded the firm in 1994 with the mission to help clients clarify and implement comprehensive plans to reach their unique financial goals. As an independent firm, we are not affiliated with any investment or insurance companies and are truly objective in the advice we give and the products we recommend.
What we do: Well researched, strategically executed, and comprehensive financial plans integrate almost every aspect of a client’s life. Our extensive knowledge and experience working closely with attorneys, accountants, and other skilled professionals enables us to facilitate an appropriate strategy to achieve our clients’ goals. This may include retirement planning to assure quality of life into retirement, estate planning and gifting to protect legacy, education planning, protecting assets with appropriate insurance, and other planning needs.
Why we do it: Our priority at Bode Financial Group, Ltd. is to provide first-rate service to each client. Helping bring financial confidence to our clients, through knowledge and experience, is how we define success.
Thomas Bode, CPA, PFS, CFP®, President – Bode Financial Group, Ltd.
Thomas Bode, CPA, PFS, CFP®, President – Bode Financial Group, Ltd. Registered Principal, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Bode Financial Group, Ltd. and Cambridge Investment Research, Inc. are not affiliated.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0914