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Our Process

Disciplined and Straightforward

From investing and managing your portfolio to more complex issues like income planning and retirement security, we help you understand and navigate your financial needs. At Van Horn Financial Services, our process will serve as a solid foundation to help you make informed financial decisions for a lifetime.

  • Introduction Meeting

    When we conduct your first meeting, you may feel both eager and anxious – excited to take control of your finances yet nervous about sharing personal information. This meeting is an important step toward getting your finances on track. It's a chance to meet your advisor face-to-face, build rapport, and learn more about how Van Horn Financial Services can help you achieve your financial goals.

  • Strategy

    Next, we will use the information from your introductory meeting to build and present an initial wealth plan tailored to your goals and priorities. This plan will evolve as your goals and priorities evolve.

  • Plan Implementation

    This process involves developing a detailed outline for accomplishing your financial objectives. We will assist you with wealth management, estate planning, business planning, and insurance strategies.

  • Routine Reviews

    We will meet periodically to review and update your wealth plan, helping to ensure it stays aligned with your goals. During these reviews, we will discuss any necessary revisions based on life events or external factors like changes in tax laws, political risk, and investment regulations.

FROM OUR CLIENTS

“The people make Van Horn Financial Services stand out. They are as well-equipped as any in the industry with their ability to provide personalized professional financial services and advice. While being very knowledgeable, it is the respect and concern that they show all clients that makes Van Horn the best in the business. The VHFS team cares deeply about their clients and goes the extra mile to ensure they are doing what is in the best interests of their clients.”

—Dan

The statement was provided 2/20/24 by Dan who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

We Are Different

At Van Horn Financial Services, we believe wealth management should be open, honest, and caring. Reach out to discover the difference we can make in your financial life.

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