Individuals

Services Tailored to Your Specific Needs

At DeHollander Financial Group, we offer a wide array of services to help individuals and families meet their financial goals. Everyone is different, so we get to know you and tailor your experience to the services that are right for you. Some of our services include:

Asset Management

So your investments address your objectives and comfort level

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Financial Planning

So you are well positioned to pursue your hopes and dreams

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Retirement Planning

So you can enjoy the retirement you've worked so hard for

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Insurance

To minimize any threats to your personal or business assets

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Tax Planning

To minimize the tax burdens you face now and in the future

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Estate Planning

So you can pass on your assets to whom you choose

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Education Planning

So you can give the gift of higher education

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Trust Services

To help you use trusts to build a lasting financial legacy

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Generation Transitioning

To help smooth the transition from one generation to the next

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Small Business Planning

To help you manage and grow your business

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