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VanWeelden Financial Group is an independent Financial Services firm based in West Chester, Ohio, serving retirees and soon-to-be-retirees and their families, nationwide. Established in 1999 by founder John VanWeelden, we specialize in truly holistic retirement planning and conservative, fee-only wealth management. Our strategies are designed to provide stable, increasing, tax-efficient, lifetime income and maximize financial legacies.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or want to learn more about us, please email us at [email protected] or call (513) 942-8961, or visit our website. We look forward to hearing from you.

Thank you for your interest in working with VanWeelden Financial Group. Please answer the following questions and one of our team members will reach out to you as soon as possible.

Last Name

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First Name

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What is your greatest concern when it comes to planning your retirement? *

Paying too much in taxes

Healthcare costs eroding my savings

Income instability

A market crash depleting my investments

I'm concerned about it all. I need a truly comprehensive plan to address my fears.

Other

If you chose "other," please describe your retirement concern:

To eliminate these risks once and for all...

THIS IS WHY WE EXIST.

At VanWeelden Financial group, our mission is to empower individuals to take control of their financial future and retire with confidence. We understand that navigating the complexities of retirement planning can be daunting, which is why we're dedicated to providing straightforward, actionable advice and resources tailored to each client's unique goals and circumstances. We aim to demystify the retirement journey, offering clarity, support, and expert guidance every step of the way.

endorsements

"I want to make sure that my wife and I age gracefully and enjoy our later years, knowing that our retirement plans are solid. Worry is not on my list of retirement goals! VanWeelden provides valuable insights on taxes, healthcare, and investments, providing a playbook for people to take action today. It's an encouraging and eye-opening read for anyone planning for retirement."

TODD M.

Director, Valvoline

"John's book is a comprehensive yet easy read which should benefit any retiree. His grasp and explanation of active risk management is superb. He presents insightful concepts (the speedometer of risk) and strategies, with focus on long term income flow, (which are totally consistent with how he advises my wife and me), and puts them into practice. Undoubtedly you will learn much, and get answers to questions you may never think or know to ask.....but should."

DAVE S.

Retired
Manager, Procter & Gamble

"This book clearly illustrates what my wife and I have always felt; that John is genuinely vested in our retirement success. The Real Deal on Retirement is your roadmap to designing a retirement income plan that coordinates everything from Social Security Claiming Strategies to advanced Tax Planning in order to optimize both your retirement cashflow and financial legacy. John is skilled at mapping retirement resources, using Income Stability Ratio as his North-Star."

JIM L.

Retired
Director, Ethicon Endo-Surgery