About Degraaf financial services
Degraaf Financial Services: Your Trusted Independent Financial Planner
Degraaf Financial Services is a leading independent financial planning firm that has been serving the Burlington community since 2009. With a focus on retirement income and estate planning, Degraaf Financial Services has helped countless individuals and families achieve their financial goals and secure their future.
As an independent financial planner, Degraaf Financial Services is not tied to any specific products or services. This means that they are able to provide unbiased advice and recommendations based solely on your unique needs and goals. Whether you are just starting out in your career or nearing retirement, Degraaf Financial Services can help you create a personalized plan that will help you achieve your financial objectives.
Retirement Income Planning
One of the primary areas of expertise at Degraaf Financial Services is retirement income planning. The team at Degraaf understands that everyone's retirement goals are different, which is why they take the time to get to know each client individually before creating a customized plan.
Whether you want to travel the world in retirement or simply enjoy spending time with family and friends, Degraaf can help ensure that you have enough money saved up to support your lifestyle throughout your golden years. They will work with you to identify potential sources of income such as Social Security benefits, pensions, investments, and more.
Estate Planning
In addition to helping clients plan for their own retirements, Degraaf also specializes in estate planning. Estate planning involves creating a comprehensive strategy for how your assets will be distributed after you pass away.
Degraaf's team of experts can help guide you through this process by providing advice on topics such as wills, trusts, power of attorney documents, beneficiary designations, and more. By working with them on estate planning now while still alive ensures peace of mind knowing everything is taken care off when one passes away.
Voted One Of Burlington's Best Since 2009
Degraaf Financial Services has been recognized as one of Burlington's best financial planning firms since 2009. This is a testament to their commitment to providing exceptional service and personalized advice to each and every client.
Their team of experienced professionals is dedicated to helping clients achieve their financial goals, no matter how big or small. Whether you are just starting out in your career or nearing retirement, Degraaf Financial Services can help you create a plan that will set you up for success.
A Senior's Advisor Who Cares
At Degraaf Financial Services, they understand that seniors have unique needs when it comes to financial planning. That's why they have a dedicated team of advisors who specialize in working with seniors.
Their senior advisors take the time to get to know each client individually and provide personalized advice based on their specific needs and goals. They can help with everything from retirement income planning to estate planning, ensuring that seniors are able to enjoy their golden years without worrying about money.
Conclusion
If you're looking for an independent financial planner who truly cares about your future, look no further than Degraaf Financial Services. With over a decade of experience serving the Burlington community, they have the expertise and knowledge needed to help you achieve your financial goals.
Whether you need help with retirement income planning or estate planning, Degraaf's team of experts is here for you every step of the way. Contact them today for more information on how they can help secure your future!