Van Leeuwen Retirement & Investment Services

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Van Leeuwen Retirement & Investment Services You're our priority, and we have built our firm around helping you succeed as you transition into retirement.

November is the time to review the financial decisions that may need attention before year-end. Contributions, investmen...
11/02/2026

November is the time to review the financial decisions that may need attention before year-end. Contributions, investments, taxes, insurance, and estate documents all deserve a closer look. Start your review: vlretirement.com/contact

Happy Halloween. We hope you enjoy your time with your family and friends!
10/31/2026

Happy Halloween. We hope you enjoy your time with your family and friends!

Marriage, divorce, births, deaths, and account changes may affect an estate strategy. Review documents and beneficiary d...
10/27/2026

Marriage, divorce, births, deaths, and account changes may affect an estate strategy. Review documents and beneficiary designations with the appropriate professionals. Learn more: vlretirement.com

Before discussing accounts, discuss purpose. What should wealth provide, protect, or make possible? Shared answers can s...
10/23/2026

Before discussing accounts, discuss purpose. What should wealth provide, protect, or make possible? Shared answers can shape a clearer multigenerational plan. Begin the conversation: vlretirement.com/contact

Short-term headlines can distract from long-term family goals. A sustainable strategy should reflect time horizon, risk,...
10/20/2026

Short-term headlines can distract from long-term family goals. A sustainable strategy should reflect time horizon, risk, future needs, and changing circumstances. Explore your roadmap: vlretirement.com

Social Security recipients will get a 3.6% raise for 2027, a bigger-than-average bump as energy prices continue to fuel ...
10/15/2026

Social Security recipients will get a 3.6% raise for 2027, a bigger-than-average bump as energy prices continue to fuel inflation.

Answer: Before a transition forces the conversation. Start with family values, responsibilities, and the purpose behind ...
10/13/2026

Answer: Before a transition forces the conversation. Start with family values, responsibilities, and the purpose behind the plan, then build from there. Plan your next step: vlretirement.com/contact

A diversified approach can help manage concentration risk across assets and sectors, but it cannot eliminate market risk...
10/09/2026

A diversified approach can help manage concentration risk across assets and sectors, but it cannot eliminate market risk. See how risk fits into a long-term family strategy: vlretirement.com

Address

808 West Main Street
Richmond, KY
40475

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+18596263400

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