Van Leeuwen Retirement & Investment Services

Van Leeuwen Retirement & Investment Services You're our priority, and we have built our firm around helping you succeed as you transition into retirement.

Retirement confidence slipped in 2026 for both workers and retirees.
05/27/2026

Retirement confidence slipped in 2026 for both workers and retirees.

Today we honor and remember those who made the ultimate sacrifice. Thank you to all our brave men and women that serve o...
05/25/2026

Today we honor and remember those who made the ultimate sacrifice. Thank you to all our brave men and women that serve our great country.

Higher asset levels introduce added considerations around taxes, withdrawal sequencing, charitable giving, and legacy pl...
05/22/2026

Higher asset levels introduce added considerations around taxes, withdrawal sequencing, charitable giving, and legacy planning.

Questions? Visit our website: https://www.vlretirement.com/contact

Here are six common ways taxpayers get off track and the questions they should ask themselves during the tax year.
05/21/2026

Here are six common ways taxpayers get off track and the questions they should ask themselves during the tax year.

Often times, we set goals that don't match our plans that were put in place. Take the time to review your financial goal...
05/18/2026

Often times, we set goals that don't match our plans that were put in place. Take the time to review your financial goals and speak to us to make sure your goals match your plans.

Yes. Even significant savings need coordination across taxes, inflation, and income planning to help ensure money lasts....
05/11/2026

Yes. Even significant savings need coordination across taxes, inflation, and income planning to help ensure money lasts. Read our blog for more:

Discover six smart wealth‑planning strategies—from taxes to withdrawal planning—to help wealthy individuals prepare for a confident retirement in Richmond, KY.

Expectations of Federal Reserve rate cuts have fallen significantly since the beginning of the year, even as Kevin Warsh...
05/07/2026

Expectations of Federal Reserve rate cuts have fallen significantly since the beginning of the year, even as Kevin Warsh, a Trump nominee, gets set to replace Jerome Powell as Fed chair.

Retirement confidence starts with clarity. When income needs, lifestyle goals, and legacy plans are clearly defined, bet...
05/07/2026

Retirement confidence starts with clarity. When income needs, lifestyle goals, and legacy plans are clearly defined, better decisions follow.

Schedule a retirement strategy conversation today. https://www.vlretirement.com/contact

Address

808 West Main Street
Richmond, KY
40475

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+18596263400

Website

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