We believe that a sound financial plan is the foundation for success. To create your personalized plan, our advisors take the time to listen to your goals, fears, and challenges. We then conduct a thorough analysis of your current assets, as well as personal property, liabilities, insurance, taxation, and estate planning. From there, we design a professionally managed financial plan, backed by continued proactive guidance, which makes possible the life and retirement you have your heart set on. Lorence & Vander Zwart then implements your plan, working directly with your attorney, accountant, insurance provider, and other professionals to coordinate your family’s financial and business affairs in totality.
Our comprehensive approach frees you from worry, allowing you to focus on what matters most. Lorence & Vander Zwart is certainly more than a manager—in fact, our clients come to think of us as part of the family.
Each of our financial advisors is experienced and insightful, but three heads are better than one. While you may work primarily with one of them, Jim Lorence, Ryan Vander Zwart, and Nate Baumann work together to make sure you get the best possible service. Our collaborative approach to financial advising ensures that all the bases are covered, applying a variety of perspectives to each client’s situation. We believe that our clients receive superb service when they have the ability to contact and work with any of our three advisors at any time, so feel free to get to know the whole team.