Broker Check

Welcome to Wassenaar Financial Group

Investment Strategy

Through our broker-dealer, Investment Centers of America, Inc., WFG offers comprehensive solutions comprised of a robust line-up of investment options to help you achieve your goals.

Retirement Planning

Through the various stages of life, we help clients create and grow wealth, protect and preserve wealth, plan for distribution of wealth at retirement and plan for distribution of wealth at death.

Estate Planning

Preserving assets and transferring an estate to family and heirs can be complicated and confusing. We assist families in articulating their estate planning needs and interface with other professionals who may be needed, including attorneys and CPAs.

Insurance

Insurance is an important part of any financial strategy. We can guide you through options and determine solutions based on your unique situation and future needs whether it’s life, disability or long-term care.

College

Speaking from experience, if your goal is to help fund your child’s education, it is better to start when they are in diapers as opposed to when they are walking down the graduation aisle.

Social Security

Through our broker-dealer, Investment Centers of America, Inc., we have access to proprietary software that will walk you through different scenarios to help you decide when and how to receive your Social Security payments.

Investment Strategy

Put your money to work through a disciplined investment strategy. Contact us for a free consultation.

Retirement Planning

Help secure your future with a structured retirement plan. Learn more about our retirement planning services.

Estate Planning

We can help you pass assets to the next generation(s) in the most efficient manner.

Insurance

We represent many different companies, request quotes and compare prices to give you the most cost-effective solutions.

College

We can help you sift through the plethora of investment and student loan options.

Social Security

We strive to make difficult topics understandable.