I offer two services for U.S. Savings Bond owners and financial professionals.

Phone Consultations: To schedule a phone consultation with the author of the book Savings Bonds: When to Hold, When to Fold, please email $90 per consultation.  Offered in December and January only.

Savings Bond Statements: We provide all the details on your savings bond holdings including interest rates, timing issues, values, maturity dates, increase dates and an exclusive bond rating system through our savings bond statement.  The cost of the statement is based on the number of bonds included on the statement.  See Forms for the Update Order Form and Price List.   Click here for the Bond Record Keeping Sheet.  Offered in December and January only.

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