Van Wie Financial

INDEPENDENT, FEE-ONLY FINANCIAL PLANNING Whether you are heading into the office or enjoying your retirement, you need confidence that your financial advisor is attending to your needs - tax, estate, insurance, college planning, and a carefully structured portfolio. We take care of all the details of your financial life, so the you can focus on living your life. At Van Wie Financial, our goal is to help you achieve your goals and dreams through highly personalized, full-service financial planning and investment management. As independent, fee-only advisors, we sell no products, make no commissions, and work only for you - our client. FAMILY OWNED & FAMILY FOCUSED As a father-son team, we understand the importance of family. We get to know our clients and their families so that we can best serve them as the years go by and the circumstances of their lives evolve and change. Our boutique service means we truly make ourselves available to our clients whenever it is convenient for them. We understand that life does not just happen between 9-5, and we are dedicated to being there when you need us. WE ANSWER THE QUESTIONS YOU DIDN’T EVEN THINK TO ASK Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We work closely with your legal and accounting professionals when needed. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation. AN EDUCATIONAL APPROACH We take an educational approach to financial planning, as we strongly believe that our clients need to be informed to make the best possible decisions. We help you understand all of your options and the various implications of your choices. By using the leading research and reference tools, a network of allied professionals, and our combined 20+ years of experience in the industry, we provide an array of comprehensive financial planning strategies. AREAS OF EXPERTISE Wealth Management Retirement Planning Estate Planning Risk Management Personal Financial Planning Asset Management Business Planning Personal and Business Tax Planning Pension and Profit Sharing Plans Executive Compensation Small Business Valuation Charitable Giving Strategies Educational Funding LIFE PLANNING STRATEGIES Using our focused consulting approach, we have helped many of our clients solve a variety of personal financial problems, including: Planning for, and navigating through a divorce Transitioning into a different career Planning for a marriage, or the merging of households Merging or Acquiring a Business Caring for dependent or elderly parents Recovering from the sudden loss of a spouse

Address: 1538 The Greens Way, Suite 105 Jacksonville Beach, FL 32250 USA

Phone: +1 904 685 1505
FAX: +1 904 685 1504