Why Our Clients Stay
“Many of our clients can be nervous about choosing the right investments. It is why our advice goes beyond a report full of numbers and graphs. It is human and personal. From the first day we opened our doors, our focus has remained on each client’s personal financial opportunities and needs.”
— Craig Van Hulzen, Founder and CEO
Insight, Care & Consistency
We believe financial success is a confidence achieved through wise and disciplined decision-making about every area of a person’s life, not only financial matters. That’s a tall order unless you have trustworthy advice from a close ally, one who really cares about your whole life. The problem today is most advisors focus only on the financial aspect.
But research tells us that no matter what the numbers look like, for most investors anxiety remains a big part of the picture.
That’s why over twenty years ago, with a vision to provide smart financial advice and truly exceptional client care, Craig Van Hulzen asked, “Does it have to be one or the other? Smart advice or caring client services?”
That tenacious determination launched our firm in 1998, starting with one Van Hulzen client, then another, and then another until now we serve hundreds of clients to help them develop a confident financial life, free of worry and concern. Today, we refer to these two pillars of our business approach simply as insight and care.
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Investment, Advisory and Client Services
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Craig Van Hulzen, Founder and CEO
Committing People & Resources
“As we have grown over the past 19 years, we’ve been sure to dedicate the people and resources needed to assure the same personalized service our first clients came to expect. This has been our most important investment, and one you can count on us making in the years ahead.”
–Craig Van Hulzen