The Products & Services We Offer
We Have the Right Tools for the Job!
With the professionals at Van Meter & Van Meter, LLC on your team, you will have more time to focus on your own areas of interest and you will gain considerable peace of mind. As one of our valued clients, you will appreciate knowing that you have a sound plan to accomplish your financial goals, and ongoing support for reaching them. You can take comfort in knowing that if something unexpected should happen, you can turn to us for expert advice.
We help our clients achieve their financial goals through four comprehensive and integrated areas of service: financial planning, investments, insurance, and income tax planning and preparation.
Financial Planning
Our financial planning begins with helping you develop your long-term plan, and assisting you in defining the goals and visions you want your financial resources to support. Afterwards, we work with you to plan a suitably balanced portfolio that is tailored to your goals, and that is built on the appropriate portfolio management and tax strategies.
Our disciplined investment management process emphasizes achieving proper allocation and diversification, lowering your investment costs, and utilizing wealth preservation and tax management strategies.
We can also help you with your specialized financial planning needs, such as:
- Retirement Planning
- Tax Planning
- Risk Management
- Estate Planning and Giving
- Second Opinion Service (S.O.S.)
Investments
We are a full-service financial advisor, and are able to offer all of the following investment services at a competitive price:
- Brokerage Accounts
- Managed Accounts
- Mutual Funds
- Stocks and ETFs
- Corporate, Municipal and US Treasury Bonds
- CDs from Nationwide Banks
- Real Estate Investment Trusts
- Variable Annuities
- Fixed Annuities
- 401K Rollovers
- Traditional and Roth IRAs
- SIMPLE / SEP IRAs
- College Savings Plans (529 Plans)
Insurance
We can help you manage the risks in your financial life with the following lines of insurance:
- Life Insurance
- Long Term Care Insurance
