George F. (Rick) Bonifant, III is the Founder & President of Bonifant Financial Group, Inc., which was established in 1972. Mr. Bonifant specializes in comprehensive financial planning, qualified pension, profit sharing and 401(k) plans, as well as SIMPLE IRA, Sep IRA, 403 (b), 457 plans, and 412(e)(3) plans.

                               

Mr. Bonifant graduated from the University of Baltimore with a Bachelor of Science in Business Management. He holds a certificate in Advanced Pension Sales from Farleigh Dickinson University and the designations RFC, CLTC and CRPS. He is an Investment Advisor Representative of MML Investors Services, LLC, holds the following FINRA Registrations: Series 6 (Investment Company/Variable Contracts Limited Representative), 22 (Direct Participation Programs Limited Representative), 63 (NASAA Uniform State Law Exam), and 65 (NASAA Uniform Combined State Law Examination); and is licensed to sell Life and Health Insurance Products.

 

A civic activist, Mr. Bonifant served past on the Board of Directors for St. Mary's Ryken High School, past Chairman of Run/Walk for Wellness for the Civista Health Foundation, and past Chairman of the Board of The College of Southern Maryland Foundation. He is a member of the National Association of Insurance and Financial Advisors, International Association of Registered Financial Consultants and The Financial Planning Association. Featured in an article in the February 2008 issue of The Financial Planning magazine and the August 2008 issue of National Underwriter magazine on Retirement Planning.

 

Mission Statement:

To help each client to reach his or her financial goals with a successful personalized strategy. To provide intelligent and optimized strategies for each individual or business we serve.

 

The Bonifant Financial Group, Inc. is a firm of caring and conscientious people. We have a commitment to maintain a high standard of excellence in all that we do and to establish a confidential relationship of mutual trust and service with each of our clients.

 

For individuals life brings many opportunities and changes. Marriage, children, college, retirement and possible disability. For all life’s challenges, thoughtful preparation goes a long way. Are you prepared to meet life’s financial challenges?

 

For businesses the marketplace today belongs to businesses with carefully developed financial strategies, commitment to customer service and the ability to anticipate and capitalize on change. Are you planning for success in your segment of the market?