13 West Pine Street,
Financial Stability Starts Here
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.
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
Whether business owners or professionals, 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.
We are listeners and questioners. We must understand to convert our clients' financial aspirations into results.
We teach the principles of personal finance and show the effect that different policies today will have on client outcomes tomorrow.
Money is needed to live well. It is more productive to limit risk and secure your principal than to chase potential winners.
Risk Tolerance: What’s Your Style?
Retiring in a Post-Pandemic World
Dreaming Up an Active Retirement
Our business is built on a foundation of thoughtful client relationships.