VANDER ZWAAG FINANCIAL
Welcome to Vander Zwaag Financial. We strive to provide comprehensive wealth management services for every stage of the journey. Our mission:
Guiding our clients in making sound wealth management decisions and being responsible stewards for confidence (and excitement) about their financial future.
BUSINESS OWNERS
“I need help planning to maximize my business as well as planning for my key employees.”
FAMILIES
"I want to create or adjust my financial plan to support my family’s dreams and goals."
CHRISTIANS
"I am looking for a financial advisor who offers Christian advice and biblically responsible investing (BRI)."
"PLANNING FOR YOUR FINANCIAL INDEPENDENCE"
Vander Zwaag Financial (VZF) is a boutique financial services firm offering a holistic approach to wealth management to ensure that you are planning for the most important things in life – your family, your business, your hobbies and your leisure.
We are a family team and understand the importance of planning for your loved ones, in both the short and long term.
As your independent advisors through life’s journey, we aim to help you adjust and update your plan as your situation and goals evolve. Life happens and having a plan in place can help you weather the storms as you travel to your dreams and aspirations.
“Our most critical contribution to your success is often our ability to motivate action and turn thoughts into reality."
~Dave & Tom Vander Zwaag
INVESTMENTS
Have you been wondering...
- Have I saved enough for retirement?
- What should I invest in to achieve my goals?
- Will my investments support me through retirement?
- Do I need to adjust my diversification as I get older?
- What type of investments are available to the average person?
- Why is risk tolerance important, and how can I figure out what mine is?
- How often should I check my portfolio?
Whether its planning for children, saving for your child’s education, suriving the loss of a spouse or planning your retirement and legacy, Vander Zwaag Financial is here to support your goals.