Vander Zwaag Financial

At Vander Zwaag Financial, we believe that wealth management is a personalized journey that requires a deep understanding of our clients' unique goals, aspirations, and values. As a boutique financial services firm, we are committed to providing a holistic approach to wealth management that addresses the financial needs of our clients at every stage of their life.

Our Mission

Our mission is to guide our clients in making informed decisions about their financial future, while providing sound advice and guidance to help them achieve their goals. We strive to build long-term relationships with our clients, founded on trust, transparency, and excellence in service.

Our Services

At Vander Zwaag Financial, we offer a comprehensive range of services designed to help our clients achieve their financial goals. Our services include:

Investment Management: We offer a range of investment management services, from portfolio management to retirement planning and estate planning.

Financial Planning: Our financial planners work closely with our clients to understand their financial goals and develop tailored financial plans to achieve those goals.

Insurance Services: We offer a range of insurance services, including life insurance, disability insurance, and long-term care insurance.

Retirement Planning: Our retirement planning services are designed to help our clients achieve their retirement goals, including planning for income generation, retirement income planning, and long-term care planning.

Estate Planning: Our estate planning services include wills, trusts, and probate administration.

Tax Planning: Our tax planning services include tax preparation, tax planning, and tax consulting.

Why Choose Vander Zwaag Financial

At Vander Zwaag Financial, we are committed to providing our clients with personalized service, expert advice, and innovative solutions to their financial challenges. Our team of experienced financial professionals is dedicated to helping our clients achieve their financial goals and build a brighter financial future.

Meet Our Team

Our team is comprised of experienced financial professionals who are dedicated to providing exceptional service to our clients. Our team includes:

Dave Vander Zwaag: Founder and CEO, Vander Zwaag Financial

Tom Vander Zwaag: Founder and Financial Advisor, Vander Zwaag Financial

Our Associates: Our team of experienced financial professionals includes:

Financial Advisors: We have a team of experienced financial advisors who provide expert advice and guidance to our clients.

Planners: Our team of financial planners work closely with our clients to develop personalized financial plans.

Accountants: Our team of accountants provide expertise in tax planning and preparation.

Insurance Professionals: Our team of insurance professionals provide expertise in insurance planning and risk management.

Our Process

At Vander Zwaag Financial, we believe that a comprehensive approach to wealth management requires a deep understanding of our clients' unique goals, values, and aspirations. Our process is designed to provide our clients with personalized financial guidance, expert advice, and innovative solutions to their financial challenges.

Step 1 - Education: Our education programs are designed to educate our clients about financial planning, wealth management, and retirement planning.

Step 2 - Goal Setting: Our goal-setting process is designed to help our clients identify their financial goals and develop a personalized plan to achieve those goals.

Step 3 - Execution: Our execution process is designed to help our clients implement their personalized financial plan and achieve their financial goals.