VAN WIE FINANCIAL | FEE-ONLY. FOR A REASON. 

Below is a selection of our latest podcasts, the full catalogue can be found on Soundcloud.

FIDUCIARY TO OUR CLIENTS 

We are 100% focused on your needs, and truly believe that your investment and financial plan should revolve around you, without any conflicts of interest. As independent, fee-only Certified Financial Planners®, we have a fiduciary responsibility to always place your interests ahead of our own. 

WHAT FEE-ONLY MEANS FOR YOU:

•  Our compensation comes solely from the fees paid by our clients
•  We receive no compensation from any product recommendations
•  We only represent you, our client
•  We never accept commissions, cross-selling fees, referral fees, or kickbacks
•  We never accept "soft-dollar" arrangements from anyone
  
•  We offer completely unbiased advice that is solely in your best interest
•  Our firm is fiduciary to our clients – meaning we are required by law to always act in the best interest of our client. Should any conflicts of interest arise, we must eliminate or disclose them to you

Steve quoted interviewed for an article on the Dollar Stretcher Website

Cynthia is confused where to invest her IRA. She doesn't know that much about investing and she's not sure who can give her good, sound advice. Since investment choices are vitally important to IRA performance, we wanted to find out how diversification can impact an IRA. To help us navigate the options and questions you might have about diversifying your IRA portfolio, we reached out to Steve Van Wie, CFP® and owner of Van Wie Financial in Jacksonville Beach, FL.

Read the full article here

Adam answering phone for Wise Money Week on WJXT, Channel 4

Steve quoted in New York Times

"Steven H. Van Wie, a fee-only financial planner in Jacksonville Beach, Fla., has struggled to find affordable plans he feels comfortable recommending to his small-business clients. He is intrigued by some of the new offerings, though he wishes the companies more prominently disclosed the details of their portfolios. Finding out that Honest Dollar and ForUsAll use Vanguard funds (Ubiquity’s mix includes Vanguard along with Schwab and Barclays) requires digging deep into the fine print of their sites.

“I would use that as a selling point,” Mr. Van Wie said. “A plan is only as good as the investment choices it offers.”

Read the full article here

Article in Landing Life 

"At the tender age of 64, not many people are starting up new businesses. But that is exactly what Steve Van Wie decided to do this year, after 14 years as a practicing CFP® (Certified Financial Planner®). Steve and his son Adam, who is registered with the State of Florida as an Investment Advisor, had been working together, and had been discussing the benefits of going independent for quite some time"...

Read the full article

We support the FAIRtax!  Here is a short video showing what it is all about.  If you have any questions, please feel free to contact us at info@vanwiefinancial.com.

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

 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

Investing is a long-term endeavor. Whether you are investing for retirement, college, or another objective, we will create a customized portfolio to fit your personal financial situation.

Our process begins by determining your goals and risk tolerance, developing an asset allocation strategy, and then choosing the appropriate investments. We consider a variety of investment products to help meet your needs and situation. We also ensure that your plan is sophisticated enough to coordinate with your overall plans for taxation, retirement, insurance, estate planning, and business objectives.

Substantial savings often result from just a little effort at better tax planning; putting more money in your pocket throughout the year instead of Uncle Sam’s without incurring penalties. Our recommendations are made with a consideration for their tax impact, and we will discuss tax saving strategies and their implications throughout the financial planning and investment process. Some situations require long-range tax planning, including offsetting capital gains with capital losses, all while taking advantage of all deductions and credits that you are entitled to take. We will work closely with your tax professional to provide all pertinent data for tax preparation.

We utilize a third party app, Riskalyze, to best understand your financial situation.

With this app, we get a comprehensive and complete analysis of your specific risk tolerance. This helps us, and you, clearly understand your current financial situation. It also provides us with vital information that we then use to prepare your financial plan and investment strategy.

Complete our risk assessment to get an idea if your portfolio matches your risk tolerance. 

COMPLETE RISK ASSESSMENT

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