WHO WE ARE

About

My Story.
My Mission.

“What drew me to the financial industry was simple. People want to feel more confident and in control of their finances.”

Len Bodnar, RICP (R), has been a financial services professional since 2012. He holds a Series 65 and other securities licenses that allow him to provide the full spectrum of financial services to his clients. Prior to his financial career, Len served as the President & CFO of a specialty trades company for 30 years in the Washington, D.C., market. During this time, he was an active member of the National Electrical Contractors Association and served on the Education and Labor Management committees.

“What drew me to the financial industry was simple. People want to feel more confident and in control of their finances. So, I get great satisfaction in making a difference in people’s lives by helping them stress less and smile more, wherever they are in their financial journey,” said Len.

Just as you would not build a house without a blueprint, the same approach applies to constructing a successful retirement plan. Len believes in offering specialized attention to each client. No two clients are the same and no two retirement plans are the same. When it comes to retirement, everyone deserves a solid plan or blueprint of their future, one that shows them how they can replace their paychecks with monthly income.

At Bodnar Financial Group, clients receive retirement blueprint that is easy to follow and understand. It allows them to see the income for their future clearly mapped and 
accounted for on an easy to follow document. This kind of individualized service has always driven referral business at Bodnar Financial Group.


“If you do a great job for your clients,” says Len, they will want to tell others about their positive experience and make some warm introductions for you. It’s all about taking care of people the right way.”

Away from the office, Len served on the leadership team of the local Downtown Development Group and on a countywide development committee. He has been recognized by the Manheim SERTOMA Club as a Service to Mankind Award winner, as a Volunteer of the Year Award winner by Simon Financial Services, and as a Townie Award Volunteer of the Year by the Pennsylvania Downtown Center, among his many other volunteer recognitions.

In their leisure time, Len and his wife, Joy, like to spend time with their children and grandchildren, ride their bikes on trails, and tend to their vegetable garden. They also enjoy volunteering at their church and the local chamber of commerce. Len has also participated in leading financial literacy workshops in church and high school settings

Protect Your portfolio

No one knows for sure if the market will continue to go down or when it will rebound. But good news, you can take proactive steps designed to hedge your income and portfolio from further declines, while positioning for growth when markets rebound.

Learn how you can potentially

• Increase your retirement income
• Help protect from further market decline
• Reduce volatility & sequence of return risk
• Leverage growth when the market rebounds

Critical things to understand

Strategies to potentially maximize your Social Security benefits

How to reduce or eliminate taxation on your Social Security

How benefits are calculated and strategies to increase them

How Medicare and supplemental plans work

Why you should never retire and leave your 401k and, 403b plans with your previous employer

 

 

 

 

 

 

 

 

 

 

 

 

 

Trusted Advisor, Licensed Fiduciary