Van Leeuwen & Associates

Our Vision: Empowering your financial journey towards a secure and fulfilling retirement

At Van Leeuwen Retirement & Investment Services, we believe retirement planning isn't just about numbers. It's about clarity, guidance, and a personalized roadmap to ensure you can confidently transition into the next chapter of your life.

Who We Are

Led by experienced financial advisor Mark Van Leeuwen, our team operates independently from large institutions, allowing us to prioritize your needs and goals without corporate influence. We embrace a client-centered approach, working collaboratively with you to understand your unique aspirations and anxieties surrounding retirement.

Our Services

We offer a comprehensive suite of services to address all aspects of your financial journey:

Financial Planning

• Personalized goal setting and roadmap development
• Comprehensive analysis of your financial situation
• Debt management and budgeting advice
• Investment planning and portfolio optimization

Retirement Planning

• Tailor-made plans for traditional and Roth IRAs
• Strategies for maximizing employer-sponsored plans
• Guidance on required minimum distributions (RMDs)
• Tax optimization strategies

Investment Management

• Custom portfolio creation based on your individual goals and risk tolerance
• Regular portfolio reviews and necessary adjustments
• Access to a wide range of investment options

Business Retirement Planning

• Consulting to businesses on establishing and managing retirement plans for their employees
• Assistance with 401(k) rollovers and other retirement plan transitions

Our Guiding Principles

• Client-Centricity: We believe in building strong, lasting relationships with our clients.
• Integrity: We adhere to the highest ethical standards and uphold industry regulations.
• Transparency: We provide clear and concise communication throughout the planning process.
• Empowerment: We believe in educating our clients and giving them the tools they need to make informed financial decisions.

More Than Just Numbers

At Van Leeuwen, we understand that retirement planning is a deeply personal journey. We are committed to providing you with a tailored experience, working with you every step of the way to ensure you reach your financial goals and enjoy a fulfilling retirement.