Working with Wamhoff

Our clients and their goals are of utmost importance, and we are committed to providing them exceptional service.

Wamhoff is an Independent Financial Planning Firm.  That means we do not work for any one bank, investment house, or insurance company.  Instead, we work for you.  Being independent means we have the ability to provide you with the solutions that make best sense for your needs and goals – wherever those solutions might come from.  We’re not bound to any one institution, or limited to any one product line.

Because we offer clients both financial planning and accounting services, all under one roof, we have the ability to manage your entire financial picture.  Whether you’re an individual, business owner, non-profit, or part of a family trust, Wamhoff has the knowledge and experience to help you with investments, tax planning, tax filings, daily bookkeeping, and wealth transfer.

When you call the Wamhoff office, you are greeted by a live person – no recordings, no automated system that you must navigate.  Because we’re local, we’re easily accessible for phone calls and meetings, and other members of our large staff can assist you if your primary advisor is not available.

Our goal is to take the stress and complexity out of managing your own personal financial affairs, so you can work toward living the life of your dreams. Our role is all about serving you: providing you customized, individual service.  Wamhoff is also available to review and advise you on existing life, health, disability, property and casualty insurance policies.

Wamhoff views retirement in two phases: the accumulation phase (working years) and the disbursement phase (retirement years). For the former, we will help calculate and structure savings plans based on specific goals and objectives, and provide ongoing monitoring of the progress towards those goals. For those nearing retirement, more intense evaluation is applied and strategies are developed for your “paycheck replacement” after retirement.

During retirement focus is placed on tax-efficiency of withdrawals, determining from which accounts and which asset classes retirement withdrawals should be made, and providing ongoing analysis designed toward making your money last your lifetime

Wamhoff act as advocates for you and your family, creating long-term, personal relationships dedicated exclusively to helping you toward your financial goals and living your dreams.

Wamhoff has been ranked as one of the largest independent financial planners, based on assets under management, by Registered Rep Magazine1. In addition, Wamhoff has consistently been ranked the top producing independent financial representative with our broker/dealer, VSR Financial Services.  2011 marks the fourth year that Wamhoff was the top earner at VSR.

“When I started this business in 1975, I knew there was a better way to provide both accounting and financial planning under one roof,” said Wamhoff.  “Today, we seamlessly integrate the two, and retain the principles of hard work and commitment to earning trust and standing by our clients through good times and bad.”

Wamhoff prides itself in having “Exceptional Employees, not just good employees, chosen to support a system committed to these values, ones which govern every aspect of the practice.

1. Registered Rep Magazine: August, 2009; of independent financial planners surveyed, based on assets under management