Services

Ala carte. Or integrated. We offer services aplenty to simplify your life.

Whatever your financial - needs large or small, simple or complex - your trust in us is a privilege, and your best interest is something we champion from day one.

Client Meeting

Financial Planning

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.


Tax Preparation

Whether you file your taxes once a year or once a quarter, VanZandt Financial can provide the answers and the peace of mind you want when dealing with the IRS.


Book Keeping

Cover the financial basics with Van Zandt Financial and start with our Bookkeeping Services.

Like many business owners, you will find outsourcing your bookkeeping to be more cost-effective and efficient than handling it internally—which for many business owners means handling it yourself. This will be most evident at tax time.