Financial Planning Services

Brent Vandermeer is a Certified Investment Manager. This designation indicates the highest standard of practicing professionals who help clients deal with various personal financial planning which can include:

  • Cash flow management
  • Education planning
  • Retirement planning
  • Investment planning
  • Risk management & Insurance planning
  • Tax and estate planning
  • Business succession planning (where needed)


Fee-based, unbiased and objective.

Contact us today and we’ll get our Financial Planning Consultants working for you!