Custom Tailored Investment Strategies And Highly Personal Service
VandenBoom Verstegen Wealth Management has earned a reputation for excellence in the financial services industry because we work closely with clients in every aspect of their financial life while providing a high level of personal service. We provide customized investment strategies that serve each client’s unique financial goals with professional guidance that aims to exceed their expectations. We work with a wide range of clients but closely identify with hard-working families who are looking forward to saving for retirement.
Matt VandenBoom and Mike Verstegen are both CERTIFIED FINANCIAL PLANNER™ professionals with more than 40 years of combined experience serving individuals, families and businesses in the Fox Cities
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Understanding how capital gains are taxed may help you refine your investment strategies.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Pundits say a lot of things about the markets. Let's see if you can keep up.
What are your options for investing in emerging markets?
The average retirement lasts for 18 years. Are you prepared to fill that many days?