At Lorence & Vander Zwart, we believe that long term success is dependent on adhering to one well-considered plan.
Is it in traveling the globe? Does it hope for your children to attend the finest colleges? Maybe it holds a dream of a retirement without compromise? Everybody has a different set of hopes and dreams on their heart. Or, as we like to say at Lorence and Vander Zwart (LVZ), everybody LVZ something. Usually many things.
Lorence & Vander Zwart works with a limited number of individuals. When you become our client, we will first learn your unique vision for the important stages in your life, and ultimately, retirement. From there, we’ll design a professionally managed Financial Plan, backed by continued proactive guidance, which makes possible the life and retirement you had your heart set on.
Financial Plan Development
While we at Lorence & Vander Zwart call it a “financial plan,” it’s really a comprehensive map, exclusively designed for you to navigate to future financial success. To create your map, LVZ must conduct a thorough analysis of your goals, all current assets, as well as personal property, liabilities, insurance, taxation, and estate planning.
Your Financial Plan is not complete until it’s acceptable to both you and LVZ. Once finalized, it’s time to venture out, with your new plan as your trusted financial navigation tool.