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Customized Investment Management Done Your Way

Whether you’re new to investing or experienced, you may be familiar with the concept of risk vs. reward. With all the investment vehicles out there, the last thing you need is a financial advisor who relies on models to dictate what you should do with your money. At Van Leeuwen Retirement & Investment Services, we believe the right investment management strategy is built on your particular short-term and long-term objectives.

We work with you to understand your needs and priorities and create a customized plan that centers your goals. There are many approaches to growing your money and we know that each of our clients has unique plans and tolerances for risk. We aren’t here to shoo you towards a particular product or strategy. This is investment management done your way.

A Partnership Approach

Although you are our client, we view our relationship as a partnership. Our team-based approach includes the following:

 Meaningful discussions about your goals, your concerns, and your experience with investing and risk

 Regular analysis of your portfolio, including upside/downside capture ratio review

 Regular meetings with you to discuss portfolio performance and evolving goals and needs

A Brighter Financial Future

An investment management strategy that is focused on models and pushing certain products isn’t one that prioritizes what matters to you. We are here to help you build a financial future you can look forward to. Contact us today to get started.

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