At Wassenaar Financial Group, we see uncertainty as an opportunity. WFG was founded with the goal of helping clients get their financial house in order. We will help you get a firm understanding of your current situation, assist you in establishing goals for your future, and implement an action plan that is tailor-made to fit your needs.
Through our broker-dealer, Cambridge Investment Research, Inc., our advisors offer comprehensive solutions comprised of a robust line-up of investment options to help you achieve your goals.
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.
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 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.
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.
Through our broker-dealer, Cambridge Investment Research, 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.
Put your money to work through a disciplined investment strategy. Contact us for a free consultation.
Help secure your future with a structured retirement plan. Learn more about our retirement planning services.
We can help you pass assets to the next generation(s) in the most efficient manner.
We represent many different companies, request quotes and compare prices to give you the most cost-effective solutions.
We can help you sift through the plethora of investment and student loan options.
We strive to make difficult topics understandable.