Clinton K. VanLinder
I am a Financial Planner with TFA 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 taylor 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.
My area of concentration is in investment planning, tax planning and distribution planning.
The Wiser Financial Group | Financial Services Industry
1999 - Present
Certified Public Accountant
Kumitzer & Associates, P.C. | Public Accounting
Michigan State University
Western Michigan University
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.
Individuals with Wiser Financial Group are Registered Representatives and Investment Advisor Representatives with Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through TFA. Neither TFA nor its representatives provide legal, tax or accounting advice. Persons who provide such advice do so in capacity other than as a registered representative of TFA. Wiser Financial Group is independent of TFA.