IN THE NEWS
JOURNAL NEWS, MARCH 18, 2018
JOHN VANWEELDEN EARNS THE BUCKET PLAN® CERTIFICATION
West Chester financial advisor will now offer new planning process
WEST CHESTER, OHIO – MARCH 1, 2018 – John VanWeelden, Principal with VanWeelden Financial Group, earned The Bucket Plan Certification from Clarity 2 Prosperity, a financial training, coaching, and IP development organization. The Bucket Plan Best Interest Process that is mastered during this certification provides a strategic, structured approach to bucketing assets for today’s biggest financial dangers and challenges. As a part of his dedication to ongoing education and commitment to serving his clients, VanWeelden went through an intensive training process and a proctored exam in Cleveland to earn his certification in this comprehensive financial planning process.
Designed to serve the best interest of clients, The Bucket Plan Best Interest Process trains advisors on how to use a range of planning tools to simplify the planning process for clients while addressing complex challenges. Each personalized plan accounts for a client’s income needs, time horizon, and tax qualifications.
For more information, visit www.vanweeldengroup.com or call 513-942-8961.
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