Welcome to Von Colln Financial Group a comprehensive retirement planning firm that is dedicated to helping families protect and preserve their wealth in preparation for an independent, secure retirement. We are committed to helping our clients plan for the future while living in the present. We offer an individually focused approach to helping clients pursue their retirement goals and we believe in creating life long client relationships, NOT customers.
When it comes to retirement, there is nothing more intimidating than managing your own money; you just cannot afford mistakes. That's why we believe everyone should have access to a team of professionals that have experience and can help prevent you from potentially making the BIG MISTAKES. Our conservative approach to retirement planning covers the four main areas of concern for pre-retirees and retirees: Investment Planning (creating an income stream to enjoy retirement), Tax Planning (keeping more of what you've worked so hard to build), Estate Planning (passing money to heirs) and Health Care concerns (long-term care).
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind the retirement planning process. As you explore the site you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We invite you to Experience our Commitment!
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Is your estate in order? This short quiz may help you assess your overall strategy.
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Understanding the cycle of investing may help you avoid easy pitfalls.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
$1 million in a diversified portfolio could help finance part of your retirement.
Doing your research is key before buying a vacation home.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.