Our Clients

Most clients of Van Nostrand & Associates are looking for a comprehensive approach to transitioning to retirement.  They have several common characteristics that make them ideal candidates for our services:
 
  • They are generally over 55 and retired or nearing retirement
  • They will live retired nearly as long as they did working
  • Have investable assets worth at least $500,000
  • Many have retirement plans in several different places and  need a consolidated approach for these assets
  • Work with people they know, like and trust
  • Place a high value on their family and community ties
  • Have important personal and financial goals that they would like to achieve in retirement
  • Desire to stay actively involved with their families and communities during retirement
 
 
We work as the quarterback of a client’s team of advisors (including their accountant, estate planning attorney, insurance agent) as needed to see that everything is taken care of financially.  This allows our clients the freedom to travel or even move with confidence that their financial house is in order and being monitored. 
 
Many clients reside in the communities of northeastern San Diego County.  We are very proud to be a long-time presence in the area and greatly value the close, long-term relationships
 
we have built with our clients.                                  

 

10845 Rancho Bernardo Road
Suite 102
San Diego, Ca 92127
858-487-5195
                                
©2010 Van Nostrand & Associates, Inc. All rights reserved.