Understanding Today’s Financial Environment
When life demands a broader financial perspective; it's time to change your vantage point. Today you need to keep an open mind and realistic perspective on your finances. It is at these points in time that our role as financial advisors becomes even more critical to those we serve. Verbeek & Associates helps Clients to adjust and stabilize their situations, while offering the opportunity to recapture the sustainable financial success they desire.
Professional and objective financial advice, conducted on your terms, creates the critical connection to help you preserve, grow and transfer the assets you have accumulated. That's why we're in business. In fact, that is our business.
We believe it's our responsibility to help you make the most of your income and assets - and to make the most of your life.
Test your current financial assumptions in today's new reality. Verbeek & Associates stands ready to assist you and your family.
Contact Us
Helpful Content
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Building Your Legacy
A four-step framework for building a personal legacy.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
View all articles 
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
View all calculators
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Surprises
Making the most of surprises is a great reason to work with us.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.