At Van Zandt, we understand that being prepared for retirement is something that takes intentional planning. We strive to provide a personalized plan that fits the individual instead of offering a "one size fits all" solution. Your retirement should fit you, not the other way around. Take this short assessment and find out where you are on the road to retirement.
Not only are we known for our expertise in financial planning, but we also have an extensive background in taxes and accounting that sets us apart from other companies. We are a local business, and our team exists to take your finances exactly where you want to go.
Deciding where to put your money can be difficult. At Van Zandt, we care about your finances, and know just how to help you stay on top of them. Here you will find the answers to all of your monetary questions.
Financial Planning is not an event. It is a process—one by which you name your dreams and identify your priorities. It is also a means to make those dreams a reality. To help you get there Rick maximizes the WealthCare® investment tools and comprehensive tracking available to him as a certified WealthCare® Advisor. The result is a goal-anchored financial plan and expert advice as your plan moves forward.
Our knowledge helps set you up for future opportunities and goals
Everyone has different investment ideas, let us figure out yours
Actively involved in our community and encourage our staff to do the same