Lifestyle & Legacy Planning

Live your Best Life

Financial Security for Your Lifetime and Beyond

We’re committed to helping you achieve financial security and create a lasting legacy. We don’t just plan for retirement; we focus on helping you remain financially capable of living the best life you can live and leave a legacy that makes a meaningful impact for generations to come. However, that starts today with the income you make, the plans you follow and the wealth building opportunities you take advantage of.

Using in-depth financial planning strategies and software, we refine your lifestyle while identifying opportunities for wealth creation. Measuring your success is key to reaching it and that is why we build various metrics and ratios to strive for around savings percentages, debt ratios, cash reserves, net worth milestones and more. Our proactive retirement income planning, supplemented by NextPhase strategies, aims to give you confidence in having a reliable inflation adjusted income stream throughout your non-working years.

Additionally, our giving and philanthropic guidance aids you in making a significant impact on this world while remaining tax-efficient. Let us be your partner in growing your financial future and leaving a lasting legacy.

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Resource Allocation & Analysis

Our lifestyle and legacy planning services include detailed resource allocation and analysis. We carefully assess your financial resources for day-to-day expenses, yearly planning, and long-term wealth management across generations.

Lifestyle Refinement & Wealth Formation

We focus on refining your lifestyle to match your goals and identifying opportunities for you to take advantage of your current situation. Our strategies are designed to enhance your current lifestyle while building a strong financial foundation for the future.

Proactive Retirement Income Planning

Our strategies are time-segmented and inflation-adjusted, striving to account for sequencing risks and prioritizing conservation for those years approaching soonest.
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Leave Your Mark

Create a Lasting Impact with Van Diest Capital

Help maintain your financial security and legacy with VDC’s legacy planning. Hold a close eye towards risks like being unable to live your desired lifestyle, timing/plan duration risk, retirement income uncertainty, and inefficiencies in tax planning.

We utilize personalized planning tailored to your needs, helping you create a lasting legacy and navigate your financial forthcoming with confidence.

Choose Van Diest Capital for your financial future and focus on what matters most to you.

Ready to Take Charge?

Embark on Your Financial Odyssey

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Please Note

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at those websites.
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