Clinton K. VanLinder

Financial Planner

 

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Bio

I am a Financial Planner and a partner at The Wiser Financial Group, a financial services firm located in southwest Michigan. My goal is to explore each client's uniqueness and tailor an overall financial plan to help achieve success. The process begins with an in depth fact find that enables the client to communicate exactly what needs to be accomplished in their financial plan. I then develop a plan outline which is then reviewed with the client to highlight their strengths, potential pitfalls and overall financial position both today and in the years to come. After completing this process many clients feel motivated to meet their goals, more comfortable and relaxed with their finances as many will now know for the first time where they stand in relation to their goals and how to accomplish them.

Specialties

My area of concentration is in investment planning, tax planning and distribution planning.

Experience

Financial Planner
The Wiser Financial Group | Financial Services Industry
1999 - Present

Certified Public Accountant
Kumitzer & Associates, P.C. | Public Accounting

Education
Michigan State University
Western Michigan University

Personal

I am married with three children. I like to stay active via running and working out. I also enjoy many sports-related activities, especially when my children are involved.

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