Great Advisors Help Families with Life Goals

A qualified Financial Planner, such as a CERTIFIED FINANCIAL PLANNER™ professional, can help you make decisions that make the most of your financial resources.

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Beware of Guarantees

Nothing is a sure thing in investments, and anyone who tells you otherwise shouldn’t be your Financial Advisor. An advisor that tells you “I guarantee” is a big red flag.

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Bigger is Not Better

Big doesn’t necessarily mean great, and it certainly doesn’t always equate to high-quality financial advice. Look for the firm size that is just right for you. At VanGieson, you won’t get lost in the crowd.

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How to Make the Switch to a New Advisor

If you’re ready to move to a new Financial Advisor, the process doesn’t have to be difficult. We make it as painless as possible while being respectful. Van Gieson inspires confidence.

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CFP® Professional Financial Planner Serving Stroudsburg, Saylorsburg, Tobyhanna & Poconos

Financial Planning

Financial Planning is a collaborative process that helps maximize one’s potential for meeting life goals through financial advice that may integrate cash flow, assets and liabilities, investments, retirement planning, insurance, estate matters, and more. As an experienced CFP®, I can discuss these areas, show you financial planning examples, and advise you in all aspects of these important topics.

Investment Management

Providing investors with a tailored investment management program consisting of five key elements which are Asset Allocation, Portfolio Construction Levels, Professional Management, Tax Management, and Continuous Portfolio Management. Also known as asset management, this program is very important and often needs to change over time.

Retirement Planning

The strategy and action put into place to grow your wealth before retirement, and at the very least, maintain it after you finish your career. Retirement planning is generally considered to have 5 steps: Knowing when to start, Calculating how much money you’ll need, Setting priorities, Choosing accounts, and Choosing investments. Most will want to invest more aggressively earlier and scale back to safer more conservative assets and investments as retirement draws closer.

I love what I do!

“It’s about helping people wisely manage their finances to gain peace of mind and financial freedom to pursue their hopes and dreams.”

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