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How do we help? Our goal is to safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. We use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.
We start by documenting your goals and then comparing them to your current portfolio. With licenses and access to all financial products and solutions, you can count on unbiased recommendations and impartial guidance based directly on your needs and goals. We're passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. |
VanMay Financial
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How are we different?
Unlike other companies that offer limited services, VanMay Financial can help you with all of your financial needs from college savings to retirement planning and investment strategies, to insurance and bank loans. Below are our most popular services that help families plan for the future.
Life InsuranceWhether it's term, whole life, or universal policies, we specialize in finding the right product at the lowest cost to meet your goals.
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Retirement PlanningWe can help you with your 401K and other retirement savings plans, and find you new income streams that include tax-free money and benefits.
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Investment StrategyWe specialize in tax-harvesting and growing your money with the right risk strategies to help you see your future dollars and tax liabilty.
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Our Team Has a
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