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:
We will find out what is most important to you and then build a financial plan unique to you and your situation that builds in strategies to get you where you want to be. This plan should be reviewed at least annually so it can be altered as life changes.
We will review your current investment portfolio to ensure it aligns with your overall financial plan and make recommendations along the way. Whether you are new to investing or a seasoned investor, our experienced financial professionals can guide you.
It is never too early to start planning for your retirement. We use a unique process that starts with finding out what your dream retirement looks like to you, then working backwards to find a way to make that a reality. This will mean incorporating your workplace retirement plan, Social Security and any individual retirement accounts or investments into your plan. Important to the process is projecting what your cash flow will look like in retirement, as well as tax implications, to help make sure you won’t run out of money.
Life, Disability and Long-Term Care Insurance
It is important to insure more than your tangible belongings. Part of your financial plan includes making sure your lifestyle and your loved ones are protected in the case of disability or death.
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!
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