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It May Be Time for a Financial Checkup How to Bake a Pie-R-A Forecast Retirement Redefined

At VanderVeen Financial Planning, we work with our clients develop a financial plan focused on their individual goals through strategies designed to:

Accumulate & Preserve Wealth

Mitigate Taxes

Generate Income During Retirement

Plan for Charitable Giving

Our clients receive trustworthy, dependable advice with an emphasis on education and transparency. Learning more about your personal situation, identifying your goals, and understanding your tolerance for risk is the beginning of our relationship.

Once we build our foundation for working together, we look at your individual need, and develop a PERSONAL FINANCIAL PLAN.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions. Kiel VanderVeen is a CERTIFIED FINANCIAL PLANNER professional requiring him to put your interests first, which is why we work with an independent broker-dealer, Raymond James.

Working with a trusted, client-focused investment professional means more than just investing, it means a thoughtful and deliberate approach to helping you manage the financial issues that impact your life.

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