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13 West Pine Street
Georgetown, DE 19947

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G. Holland vanValkenburgh

(302) 856-2734

 
Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List

Your Financial Future

Helping our clients develop and execute a plan(s) that lead to our clients’ financial success and comfort is our best reward.  Seeing the tangible results of what was originally an unfolding strategy makes us proud and eager to do it all over again.

Whether of Business Owners or Professionals (see Business Consulting Division), no two financial conundrums or clients are ever the same.  Staying abreast of the ever-changing financial (legal, regulatory, etc.) matrix keeps us fresh and prepared to best serve our clients.

Open, honest communication is the cornerstone of our clients’ satisfaction. We must be able to articulate your personal financial situation, your dreams and goals, your risk tolerance as well as the risks you may be accepting.

We help clients find money they are currently losing unknowingly and unnecessarily. We have found we can best serve our clients by helping them avoid losses rather than picking apparent winners.  

Whether you’re facing retirement, looking to better understand certain investment ideas or seeking structure, we can help you address your most pressing money questions.

This site is designed to help you learn more about the world of personal finance via educational videos, articles, presentations, links and calculators.

As you browse our website, please send us questions/interests you would like addressed and we will respond promptly.

Please let us know if any particular video or article was helpful -- or not. This is your website, too. We value your feedback – especially if it helps us to communicate better.

-- G. H. vanValkenburgh, CLU, RFP, CFP, ChFC

 

  Financial Planners

We are listeners and questioners.  We must understand and convert our clients’ financial aspirations into results.

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Financial Educators

We teach the principles of personal finance and show the effect that different policies    today will have on client outcomes tomorrow.

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Financial Realists

Money is needed to live well.

It is more productive to limit risk and secure your principal than to chase potential winners.

 

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Helpful Content

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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