Small business owners, business professionals, and medical and dental professionals are often in need of comprehensive wealth management planning services integrated with the broader issues of business succession planning, income and estate planning, and risk management.The goal of Van Demark, Lavin & Hodges Financial Advisors is to provide our clients with customized advisory services appropriate to their individual, family or business needs, whether that be comprehensive wealth management or investment advisory services.
As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »
Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity.
Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.
Learn more about Van Demark, Lavin & Hodges Financial Advisors.
A host of questions and emotions surface when facing a divorce. While you may have already decided upon some major items—like custody of children, alimony and dividing marital assets—read on for top financial considerations during this trying time.
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