We’re excited to learn more about your financial goals! During our first conversation, our friendly team will ask about the specific topics or concerns you’d like to discuss. From there, we’ll help you schedule a one-on-one meeting with an advisor. If you have recent brokerage statements or tax documents handy, it’s helpful to have them available for our initial discussion.

We’re delighted to welcome you in person, but we also offer virtual meetings for your convenience. Simply let us know which option you prefer, and we’ll gladly accommodate you. Our aim is to make your experience comfortable and flexible.

Absolutely, our advisors are here to build relationships with each of our clients. We believe in being part of our clients’ lives and would not impose a relationship if the relationship ended up not being the right fit.

Van Hulzen Asset Management, LLC d/b/a Van Hulzen Financial Advisors (“VAM”) is an Investment Adviser registered with the Securities and Exchange Commission (“SEC”). If you wish to read our ADV Part 3, you may find it Here. We’re here to provide transparency and help you make the best decisions for your financial future.