Van Leeuwen and Company @vanleeuwenco281
Wealth management firm specializing in executive compensation, investment management & holistic financial planning. Contact: 609.580.0088/[email protected] vanleeuwenco.com Princeton, NJ Joined December 2018-
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We are happy to announce that our Managing Director & Founder, @kenwvanleeuwen has been ranked as a @Forbes 2024 'Best in State Wealth Advisor’ within the state of NJ for the fourth consecutive year! bit.ly/3m47EgQ#Financ… #TopRankedAdvisor
Congratulations to Jeffrey Mattonelli on passing the CFP® certification exam. The CFP® designation is the highest standard of excellence in the field of financial planning. Please join the team at Van Leeuwen & Co in congratulating Jeff on this brilliant professional milestone.
Last week @kenwvanleeuwen had the privilege to sit down with @garycarrai, @LPL and Gary Swearingen at #ForbesSHOOKTopTeams and shared how @vanleeuwenco281 continues to master financial planning and build a team for its growth in servicing its clients.
Thank you LPL Financial and SHOOK Research for such an impressive and informative conference! It was a pleasure for @kenwvanleeuwen and @shah_virag to attend the Forbes Shook Top Wealth Management Teams Summit in Miami last week. Inspiring time with leaders in our industry.
.@kenwvanleeuwen discussed how the most important aspect of what we do is communicate effectively with clients. Ken highlights that you must think like your clients & understand that their success is your success. Read @benmattlin's @FAMagazine article: bit.ly/3Shdlpd
.@kenwvanleeuwen appeared on @SchwabNetwork& discussed with @NPetallides his overview of 2023, the Fed's fight against #inflation, & how 2024 is the year of A.I. growth & adoption. For more, see Ken's appearance here: bit.ly/48EjEs8
.@kenwvanleeuwen recently discussed how finding an area within #financialplanning that is underserved & where you can establish yourself as an expert is a strategy that can be very successful. For more, read @benmattlin's @FAMagazinearticle here: bit.ly/41HIfdg
Happy Holidays! The Van Leeuwen team made Santa’s nice list this year and our gifts arrived early. We will be off to a running start in 2024! From the entire VLC team, we wish you a Merry Christmas and a Happy and Healthy New Year!
.@Jeff_Mattonelli appeared on the @wealth_mgmt'Adjusted for Risk Podcast' & discussed the role #financialadvisors must play when working with millennials. In his discussion with @LkTahoeBadger, Jeff highlights some expectations millennial #investors have. bit.ly/3QDccpL
How much money do I need to #retire?' According to @kenwvanleeuwen, it's not all about how much, but how long one will live in order to plan suitably for #retirement: bit.ly/3Cew7Wd
Many have the #financialfear of outliving their money. The key? Don't underestimate #inflation. Below, @kenwvanleeuwen shares the tactics VLC takes to ensure our clients won't suffer from this #retirementplanning mistake: bit.ly/3wd9oXJ #NationalRetirementSecurityMonth
Taking #SocialSecurity benefits is dependent upon your financial situation. For those looking to retire & have an immediate cash flow need it may make sense to take the lower benefit, where others without an income need may be better off delaying #NationalRetirementSecurityMonth
Today is #WorldFinancialPlanningDay, which raises awareness of the importance of #financialplanning. An advisor can help create an investment strategy and lower your financial risk. Discuss how you can improve your financial future with us go.oncehub.com/JeffMattonelli
A #financialplan is as unique as the individual for whom it's created. We develop these highly tailored, tax-smart plans through an intensive discovery, execution & monitoring process that positions clients to manage their goals & pursue their Life Vision: bit.ly/3Duf6qB
Now's the time for #corporateexecutives to check if their company offers a deferred compensation program. Executive compensation management is a specialty of ours. Learn more below: bit.ly/3L1lrwi #FallFinances
As we approach Fall, we wanted to share important financial reminders to consider before year's end. To start, we encourage all to review #estateplan documents: wills, trust and healthcare proxies, etc. and ensure all have the right people in the right roles. #FallFinances
In his recent @FAMagazine piece, @Jeff_Mattonellidiscusses the misconceptions that #millennials have about working with #financialadvisors and the tactics he takes to overcome them. bit.ly/45Q68k1
This week we'll be sharing some general tips that can help get your money to work for you. With high #interestrates, consider cash #alternatives such as government bonds/bills or money market funds. To learn more, contact us today: bit.ly/3KNWA0y #financialplanning
We will #neverforget the thousands of innocent lives lost, as well as the heroic efforts of the first responders, some of which made the ultimate sacrifice, 22 years ago today.
Curious about the #savings options available to you when it comes to a loved one's #education? Check out our Financial VANtage Point episode on how you can plan for your child's future below: bit.ly/3MOjuVG #BacktoSchool
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Preparing a budget and continuing to save is even more important in inflationary times. @vanleeuwenco281 Founder & Managing Partner @kenwvanleeuwen joins @JillMalandrino on @Nasdaq #TradeTalks to discuss. x.com/i/broadcasts/1…
Divorce Can Be Messy. It Gets Even Messier When Top Execs Split Up. barrons.com/articles/divor… via @barronsonline
Five experts shared ideas of where to invest $100k in an unsettled market with @business @WealthWatch. Our client, @kenwvanleeuwen, founder of @vanleeuwenco281, suggests direct-indexing strategies for SMAs and unique valuables like a Rolex or real estate. bloom.bg/3WHX4se
Some personal news: I'm now @Money's investing editor! I love working with this team and am really excited to do so in a new role. Plz keep sending me your investing story ideas, concerns, hopes, dreams, etc.
It isn't easy to plan a legacy. As usual communication is key, whether it's with family, friends or favorite institutions. #estateplanning #fintwit barrons.com/articles/estat… via @barronsonline
@vanleeuwenco281 cash flow for clients or cash flow for advisors?
We believe at @vanleeuwenco281 that there's no such thing as an average life, so why plan that way? In my latest @barronsonline piece I outlined why we financially plan for our clients to live to 100 and how we account for #inflation and #healthcare costs. bit.ly/3IDWczB
Servicing two groups that our client @kenwvanleeuwen of @vanleeuwenco281 feels are overlooked, families with special needs individuals and young corporate executives, is how he finds fulfillment in his work. Ken explains how on the @finplan podcast below: bit.ly/3vMsvpO
I'm VERY excited to share the news that my run as host of the @finplan podcast starts NOW! Thanks to @TobySalFP for trusting me with a platform he has lead masterfully and put so much time and care into. I'll try not to get us canceled, but no promises... financial-planning.com/podcast/findin…
NEW POD ALERT: Extremely excited to share this week's episode of the @finplan podcast as I had a great convo with Lindsey Swanson of @StriprFinPlan! Find out how her desire to help clients often discriminated against motivated her to start her on practice financial-planning.com/podcast/financ…
Lindsey Swanson, CFP®, Founder of @StriprFinPlan joined the @finplan podcast with @justinlmack to share her passion for helping sex workers manage their money and empowering them to reach their financial goals. Listen to the full episode here. buff.ly/3DLcHHk
I am humbled to be named a @Forbes 'Best-in-State Wealth Advisor' for New Jersey (South). Thank you to @JBisnoff, RJ Shook & the entire @shookresearch team for this wonderful honor & congratulations to my industry colleagues who have also been recognized! bit.ly/3uerE1z
People with special needs are truly special!
We proudly support #WorldAustismAwarenessDay. Spread kindness, love & acceptance to #neurodiversity.
@vanleeuwenco281 @kenwvanleeuwen @NJBIZ Congratulations Ken!!!
I am honored to be recognized as a @NJBIZ 2022 Leader in Finance. This would not be possible without the hard work from the entire @vanleeuwenco281 team, and I am happy to share this award with them as well as the other recipients! bit.ly/3wwcC93
#Millennials require #financial advice too! Learn the best strategies in #FAmagazine #finance #investments dlvr.it/SLgvgC
Our #client @kenwvanleeuwen of @vanleeuwenco281 appeared on @barronsadvisor ‘The Way Forward’ podcast discussing #financialplanning for children with special needs, how a #financialadvisor can make an impact & what parents need to know. bit.ly/3JePOOk #JConnellyClient
It was an honor to join @gregorianchance on @barron’s Advisor ‘The Way Forward’ podcast discussing #financialplanning for children with special needs and what parents need to know. A topic that is certainly close to home. Give it a listen! bit.ly/3JePOOk
🎙 Listen here or on your favorite podcast platform: bit.ly/RIO-Pod
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