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!
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Get ready to enjoy America’s national park system with this helpful article.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that vacation home, you invested the money?
What are your options for investing in emerging markets?
Learn how to harness the power of compound interest for your investments.
Savvy investors take the time to separate emotion from fact.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?