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!
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Bonds may outperform stocks one year only to have stocks rebound the next.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Second marriages are a trigger event to revisit any existing estate strategies.
Retirees traveling abroad need to know that their health insurance travels with them.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
When markets shift, experienced investors stick to their strategy.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How do the markets usually react to elections? Was the 2016 election any different?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Why are 401(k) plans, annuities, and IRAs so popular?
Smart investors take the time to separate emotion from fact.