Tailored solutions for your individual retirement needs.
Tailored solutions for your individual retirement needs.
Not sure where to start? We’ll work with you to design and implement the right retirement solution.
Whether you already have a goal in mind or you’re just getting started, we’ll focus on your goals.
Finance & Income
Estate & Legal
Insurance
Tax Services
Not sure where to start? We’ll work with you to design and implement the right retirement solution.
Whether you already have a goal in mind or you’re just getting started, we’ll focus on your goals.
Finance & Income
Estate & Legal
Insurance
Tax Services
You have retirement questions…
I can help.
• Finance & Income Solutions
• Estate & Legal Solutions
• Insurance Solutions
• Tax Solutions
• Longevity & Legacy Planning
• Chronic & Long-Term Care Planning
• 401K & Rention Rollovers
• Roth IRAs, Traditional IRAs & Roth Conversions
• Annuities – What They Are & How They Work
• Medicaid Spend Down – Rules & Regulations
• Funeral Solutions / Irrevocable Funeral Trusts
Julie Van Vonderen
Retirement Solutions Planner
Independent Licensed Wisconsin Insurance Agent
Julie is a native of Wisconsin. She has worked in the insurance industry for 20 years prior to becoming an Independent Retirement Solutions Planner in 2022.
Julie is licensed with the Office of the Commissioner of Insurance for the State of Wisconsin.
As an Independent Retirement Solutions Planner, Julie is able to design retirement plans that provide real life solutions to real life issues. She has unlimited access to various financial and insurance products. She also works in conjunction with an Elder Law Attorney and a Certified Public Accounting Firm, each specializing in retirement planning.
Julie lives in Kimberly, with her husband, Jim, her son Alex (“AJ”), and her daughter Ava.
Julie’s objective is to establish “SOLUTIONS FOR EVERY RETIREMENT” for each of her clients, through the honest communication of information.
James D. Van Vonderen
Retirement Solutions Planner
- Member of the Better Business Bureau
- Member of the National Ethics Association
- Independent Licensed Wisconsin Insurance Agent
Jim is a native of Wisconsin, born and raised in Green Bay. Jim graduated from the University of Wisconsin Oshkosh and worked in the insurance industry prior to becoming an Independent Retirement Solutions Planner in 2003.
Jim is licensed with the Office of the Commissioner of Insurance for the State of Wisconsin, and he’s a member of the Better Business Bureau and the National Ethics Association.
As an Independent Retirement Solutions Planner, Jim is able to design retirement plans that provide real life solutions to real life issues. He has unlimited access to various financial and insurance products. He also works in conjunction with an Elder Law Attorney and a Certified Public Accounting Firm, each specializing in retirement planning.
Jim lives in Kimberly, with his wife Julie, his son Alex (“AJ”), and his daughter Ava.
Jim’s objective is to establish “SOLUTIONS FOR EVERY RETIREMENT” for each of his clients, through the honest communication of information.
James D. Van Vonderen
Retirement Solutions Planner
- Member of the Better Business Bureau
- Member of the National Ethics Association
- Independent Licensed Wisconsin Insurance Agent
Jim is a native of Wisconsin, born and raised in Green Bay. Jim graduated from the University of Wisconsin Oshkosh and worked in the insurance industry prior to becoming an Independent Retirement Solutions Planner in 2003.
Jim is licensed with the Office of the Commissioner of Insurance for the State of Wisconsin, and he’s a member of the Better Business Bureau and the National Ethics Association.
As an Independent Retirement Solutions Planner, Jim is able to design retirement plans that provide real life solutions to real life issues. He has unlimited access to various financial and insurance products. He also works in conjunction with an Elder Law Attorney and a Certified Public Accounting Firm, each specializing in retirement planning.
Jim lives in Kimberly, with his wife Julie, his son Alex (“AJ”), and his daughter Ava.
Jim’s objective is to establish “SOLUTIONS FOR EVERY RETIREMENT” for each of his clients, through the honest communication of information.