Van Wie Financial

At Van Wie Financial, we believe that financial planning should be tailored to each individual's unique circumstances. Our team of certified financial planners is dedicated to helping clients from all walks of life achieve their financial goals. We understand that everyone's path to financial security is different, which is why we offer personalized services that address every aspect of financial life, including retirement planning, investment planning, tax planning, insurance planning, estate planning, educational funding, and more.

As independent, fee-only financial planners, we operate under a fiduciary responsibility to always put our clients' interests ahead of our own. This means we will never try to sell you any products and we do not take commissions. Our interests align with your interests, ensuring that you receive unbiased advice and guidance every step of the way.

Whether you're just starting out, nearing retirement, or somewhere in between, we're here to help you develop a plan for the future you desire. Our comprehensive process begins with an initial complimentary one-hour consultation, which can be conducted virtually, over the phone, or in person. From there, we work closely with you to understand your goals, assess your current financial situation, and create a customized plan designed to meet your unique needs and aspirations.

Our Services

Our services are designed to address every stage of your financial journey, including:

• Retirement Planning: We help you create a plan for a secure and enjoyable retirement, taking into account your income needs, investment strategy, and potential sources of income.
• Investment Planning: We work with you to develop an investment strategy that aligns with your risk tolerance, financial goals, and time horizon.
• Tax Planning: We help you minimize your tax liability through strategic planning and optimization of tax-advantaged accounts.
• Insurance Planning: We assist you in selecting the right types and amounts of insurance to protect your assets and loved ones.
• Estate Planning: We help you create a plan for the distribution of your assets after your passing, ensuring that your wishes are respected.
• Educational Funding: We guide you in saving for your children's education, whether through 529 plans or other strategies.
• General Financial Planning: We offer guidance on budgeting, saving, and managing your finances effectively to achieve your short-term and long-term goals.

Why Choose Us

At Van Wie Financial, we pride ourselves on our personalized approach, expertise, and commitment to putting our clients' interests first. Our goal is to empower you with the knowledge and tools you need to make informed financial decisions, ensuring that you can achieve the financial security and independence you deserve. If you're looking for a trusted partner to help navigate the complexities of financial planning, we invite you to learn more about our services and how we can assist you on your journey to financial freedom.