We are more than insurance. As part of our commitment to being your trusted advisor, we established a wealth management division so we are better equipped to handle your financial concerns. Through this division, our clients have access to experienced, local financial professionals who provide comprehensive planning.
Life can be full of unexpected twists and turns. It is our goal to help you prepare for the unexpected as much as we can.
Reviewing your financial plan on a regular basis is an important step to the security you’re looking for. Even if you already have an advisor, we encourage you to take advantage of the team available to all Verlinde Insurance Agency clients through an initial consultation.
Wealth Management Services
What exactly do we mean by “comprehensive” planning? We will start by finding out what your financial goals and aspirations are, uncover where you are today and where you need to be, then build out a plan to get you there. Depending on your situation, you can take advantage of a variety of our wealth management services, including:
Financial Planning
Investments
Retirement Planning
Life, Disability and Long-Term Care Insurance
College Funding Strategies — if you are planning to one day either entirely fund or help fund your children’s or grandchildren’s higher education costs, we can explore strategies to begin saving today.
How to get started
Verlinde Insurance wants to make access to our wealth management division easy. To get started, click the button below to inquire on a Personal Financial Check-up, or call our office directly and ask to be introduced to one of our wealth management division team members!
