Podcast Guest: Steve & Adam Van Wie
- The difference between fee based and fee only planners
- Your strategies for income (non-annuity)
- Common misconceptions concerning financial planning
- The future of the financial advice business (5 years/10 years from now)
- Client expectations and market returns
- The demographic tidal wave of boomers/retirees…and the demand for guarantees
INDEPENDENT, FEE-ONLY FINANCIAL PLANNING IN JACKSONVILLE BEACH, FL
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 cover everything from current trends and topics in financial planning to investments and your portfolio. We also discuss timeless issues such as major purchases, savings strategies, and Social Security claiming possibilities.
Get to know us by tuning in every Saturday morning at 10:00 AM. Get your finance and investing questions answered – call us during the broadcast at 904.222.8255.