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!
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Understanding how capital gains are taxed may help you refine your investment strategies.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This article may help you maximize the benefits of your donation for your chosen charity.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, cracking the code on bonds.
There are a few things to consider when buying or leasing your next vehicle.
Bucket lists don’t have to be for tomorrow.
Learn about what risk tolerance really means in this helpful and insightful video.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Understanding the cycle of investing may help you avoid easy pitfalls.