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!
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
For homeowners who think their property taxes are too high, there are ways to appeal.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When considering life insurance, it's important to understand your options.
Probate can be a completely public process, or it can be managed to include as little information as possible.
It may help your business be better prepared in the event of the death of a principal or key employee.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
In the world of finance, the effects of the "confidence gap" can be especially apparent.