Don't tackle life's big decisions alone. We offer a number of important services to our individual clients. This includes advice on optimizing retirement plans, home purchases, and determining the best tax strategies. Our holistic approach includes advising for individual accounts such as IRAs, Roth IRAs, and Advisor Accounts. We also assist in rolling over 401(k), 403(b), and 457(b) accounts.
We understand financial planning isn't always the family standard. That's why we help you get your ducks in a row by involving the whole family in your plan. Our services include advice on College Savings Plans (529, Coverdell ESAs), and Trust and Estate planning.
The time that you devote to your business is valuable. VanderPol Investments specializes in a variety of small business retirement solutions. We can get your business in the best possible 401(k), SIMPLE IRA, SEP IRA, and Defined Benefits Plan.