THE Truly Holistic Approach

Comprehensive Wealth Management

Whether collaborating with our team internally or working with your established professional relationships, we lead with the development of a truly holistic financial plan, not blanket product selection or investment recommendations. We help our clients identify and answer critical questions, such as:

  • How do I reduce the likelihood of running out of money in retirement?
  • What strategies are available to help reduce the effect of market volatility on my portfolio?
  • How can I reduce the tax burden on my retirement income?
  • How do I provide for my spouse or loved ones after my passing?
  • How can I fund my grandchild's college, gifts to charity, or other unique objective. 

Often times, financial professionals operate in silos, without a full picture of your financial needs, goals and resources. Our comprehensive approach allows us to analyze and advise on your entire financial situation. This way, we can help maximize income throughout retirement by also controlling taxes, fees and risk within our recommendations. 

The holistic financial plan is an integrated approach to coordinating all key areas of your financial life, including:

  • Investments
  • Insurance
  • Tax Planning
  • Social Security & Medicare Strategies
  • Survivor, Estate, and Legacy Planning

The holistic advisors at VanWeelden Financial Group will regularly review each of these areas with the appropriately licensed team members to ensure everything is working together in synergy towards your specific goals.

To cover the many areas and attributes of the holistic plan, we have developed a systematic four-step process to avoid critical oversights when working to create and maintain your plan: we call this the holistic planning process. 

Step 1: Understanding where you are now

  • Getting to know our firm
  • Understanding your goals and objectives
  • Understanding your current finances
  • Services we offer to meet your needs
  • Committing to take action on organizing your financial life and goals

Step 2: Determining Where you want to go

  • Organizing your financial life & estate
  • Developing a clear understanding of all your personal resources
  • Prioritizing your goals & objectives

Step 3: Achieving the holistic plan

  • Cooperatively designing your customized plan, including “happily ever after” and “what if” scenarios
  • Understanding and aligning your personal volatility tolerance level with your plan
  • Educating on the various strategies appropriate to the execution of your plan
  • Making final decisions and implementing your plan

Step 4: Providing continual services & support

  • Ongoing consultation
  • Customized, annual review and plan updates
  • Proactive communication & education
  • Reliable client support

What is the bucket plan® Philosophy?

A strategic, structured approach to bucketing assets for today's financial dangers and challenges.

One old way of investing for retirement was to keep a little pile of money at the bank and the rest of your money in a bigger pile of money in investments and hope that it would last a lifetime.

However, today market risk, interest rate risk and sequence of returns risk are the three biggest dangers facing investors at or near retirement, and a more sophisticated planning philosophy is essential to stretch retirement dollars to cover their many needs throughout the duration of retirement. For this purpose, we utilize The Bucket Plan philosophy to segment money into three different buckets, based on your investment time horizon, volatility tolerance and income needs.

vanweelden Financial Group

8905 Cincinnati-Dayton Road, West Chester, OH 45069


​​1 - Tax preparation provided by certified tax preparers under EFIN #318841