VanWeelden Financial Group
Totally Independent. Truly Comprehensive. Laser Focused on RETIREMENT. Office Hours: Monday-Thursday 9 A.M. - 4:30 P.M. Located in Olde West Chester area.
Parking is available behind the building, off Lesourdesville-West Chester Rd. Please note: Cincinnati-Dayton Road from the Tylersville Road exit is under construction. We recommend taking the Union Center exit off I-75. From the south, turn right off the exit onto Union Center. At the light, turn left onto Cincinnati-Dayton Road. After you cross West Chester Road, our office (8905) will be on the
The Real Deal on Annuities
09/10/2024
The Real Deal on Retirement reveals the myths, hype and propaganda about retirement and investing and uncovers the TRUTH so you can experience financial freedom in retirement.
09/07/2024
Reimagine retirement so you can LIVE your best life NOW!
Mark your calendar! "The Real Deal on Retirement" becomes available on Amazon on Tuesday, October 8th!
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“The Real Deal on Retirement offers anyone seeking to navigate the complex terrain of retirement planning a real solution. John breaks down the essentials of retirement planning into manageable steps and empowers readers to take charge of their financial futures.”
—WALKER H., Senior Vice President, Financial Independence Group
08/29/2024
Webster defines expertise as “having, involving, or displaying special skills or knowledge derived from training or experience.” When it comes to retirement income planning, guarantees are how you increase your base-level guaranteed income, thereby reducing your retirement income gap. Expertise, on the other hand, is used to fill the remaining income gap with nonguaranteed but highly stable and highly liquid income.
08/22/2024
The common “How much do you need?” approach treats retirement as an event rather than a journey. But retirement is a journey of ever-increasing length. This, of course, makes retirement planning a much more involved process - an extraordinarily worthwhile one.
08/20/2024
Benchmarks and indexes have nothing to do with your personal objectives, so it would be wise to stop comparing yourself to them. What really matters is creating predictable, increasing, tax-efficient lifetime income.
Our clients have personalized, in-depth retirement plans, not cookie-cutter, educated-guess plans. Get in touch to discuss your future with us!
08/16/2024
Does your Retirement Advisor check all the boxes?
08/16/2024
How often should you and your advisor review your retirement portfolio?
The answer might surprise you... Drop your guess in the comments, and I'll reply with the correct answer!
At VanWeelden Financial Group, we pride ourselves on providing Independent, Comprehensive, and Focused retirement planning services. Learn more @ The Real Deal on Retirement!
08/01/2024
Who do you trust more; humans, or artificial intelligence?
What about when it comes to creating a , a , managing portfolios, or recommending financial products? Over 50% of respondents in a 2024 study* agreed that they trust humans over AI with these financial tasks.
Who will you trust with your financial future?
*Northwestern Mutual, 2024, Planning and Progress Study - Artificial Intelligence (AI) & Money
07/10/2024
Retired couple has been living on their cash reserves for three years to keep their taxes low. Huge mistake. Will cost tens of thousands in taxes down the road. Their long-time advisor condoned the approach.😱
06/25/2024
Most people underestimate just how important their Social Security claiming strategy is. It impacts your investments, taxes, healthcare costs, survivor planning, and estate planning. The stakes are higher than you think.
06/19/2024
06/15/2024
I always encourage my cleints to retire TO something rather than FROM something. What are you planning to retire TO?
06/14/2024
06/05/2024
𝗧𝗵𝗲 𝗥𝗘𝗔𝗟 𝗗𝗘𝗔𝗟 𝗼𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁, coming Fall 2024!
06/02/2024
05/21/2024
𝗕𝗲𝗵𝗶𝗻𝗱 𝗲𝘃𝗲𝗿𝘆 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗽𝗲𝗿𝘀𝗼𝗻 𝘁𝗵𝗲𝗿𝗲 𝗶𝘀 𝗮 𝗰𝗼𝗮𝗰𝗵 𝘄𝗵𝗼 𝗯𝗲𝗹𝗶𝗲𝘃𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲𝗺 𝗮𝗻𝗱 𝗵𝗲𝗹𝗽𝗲𝗱 𝘁𝗵𝗲𝗺 𝗿𝗲𝗮𝗹𝗶𝘇𝗲 𝘁𝗵𝗲𝗶𝗿 𝘁𝗿𝘂𝗲 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹. - 𝗝𝗼𝗵𝗻 𝗪𝗼𝗼𝗱𝗲𝗻
Chapter 16: Finding the Right Advisor
𝗧𝗵𝗲 𝗥𝗲𝗮𝗹 𝗗𝗲𝗮𝗹 𝗼𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁
Coming Summer 2024!
05/16/2024
𝗢𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗶𝘀 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗮𝗯𝗼𝘂𝘁 𝗯𝗲𝗶𝗻𝗴 𝗻𝗲𝗮𝘁. 𝗜𝘁’s 𝗮𝗯𝗼𝘂𝘁 𝗰𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝘀𝘆𝘀𝘁𝗲𝗺𝘀 𝘁𝗵𝗮𝘁 𝗮𝗹𝗹𝗼𝘄 𝘆𝗼𝘂 𝘁𝗼 𝗹𝗶𝘃𝗲 𝗺𝗼𝗿𝗲 𝗲𝗳𝗳𝗲𝗰𝘁𝗶𝘃𝗲𝗹𝘆 𝗮𝗻𝗱 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁𝗹𝘆. - 𝗚𝗿𝗲𝘁𝗰𝗵𝗲𝗻 𝗥𝘂𝗯𝗶𝗻
Chapter 12: Bucket Planning
𝗧𝗵𝗲 𝗥𝗲𝗮𝗹 𝗗𝗲𝗮𝗹 𝗼𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁
Coming Summer 2024!
05/15/2024
𝗜𝗻 𝘁𝗵𝗶𝘀 𝘄𝗼𝗿𝗹𝗱, 𝗻𝗼𝘁𝗵𝗶𝗻𝗴 𝗰𝗮𝗻 𝗯𝗲 𝘀𝗮𝗶𝗱 𝘁𝗼 𝗯𝗲 𝗰𝗲𝗿𝘁𝗮𝗶𝗻 𝗲𝘅𝗰𝗲𝗽𝘁 𝗱𝗲𝗮𝘁𝗵 𝗮𝗻𝗱 𝘁𝗮𝘅𝗲𝘀. - 𝗕𝗲𝗻𝗷𝗮𝗺𝗶𝗻 𝗙𝗿𝗮𝗻𝗸𝗹𝗶𝗻
Chapter 13: Taxes and Retirement, Part 1
𝗧𝗵𝗲 𝗥𝗲𝗮𝗹 𝗗𝗲𝗮𝗹 𝗼𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁
Coming Summer 2024!
05/13/2024
Congratulations to John VanWeelden for reaching the Tip of the Triangle, Financial Independence Group’s elite club of advisors who’ve reached their pinnacle of success.
But for you, John, the BEST IS YET TO COME!
Click here to claim your Sponsored Listing.
Our Story
513.942.8961
www.vanweeldengroup.com
Located in Olde West Chester area. Parking is available behind the building, off Lesourdesville-West Chester Rd.
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Address
8905 Cincinnati-Dayton Road
West Chester, OH
45069
Opening Hours
| Monday | 9am - 4:30pm |
| Tuesday | 9am - 4:30pm |
| Wednesday | 9am - 4:30pm |
| Thursday | 9am - 4:30pm |
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