De Groote Financial – Built on integrity; grown on trust.
Character matters. In addition, the regulatory bodies we are required to satisfy by law, we are most importantly accountable to our clients. We pride ourselves on the relationships we have cultivated with multiple generations of clients. You are our most valuable asset and the very partnership is built on integrity and grown on trust. We strive to be great Stewards in all we do for the families we serve.
Our process is designed to evolve with your changing objectives and needs. When life changes, we are prepared to help you navigate through whatever life throws your way, from wealth building and tax strategies to retirement and wealth transfer.
We specialize in the complex financial needs of business professionals and entrepreneurs. Whether you’re starting a new business, expanding, or looking to cash out, our team of experienced advisors can help you navigate even your most complex financial issues. Our expertise includes business exit strategies that minimize tax consequences and maximize gains from liquidity events.
You’ve worked hard to build your wealth. We work just as hard to protect those assets. Our disciplined planning process is designed to help minimize risk and accomplish your goals with the least amount of volatility. “Risk” is often characterized by the financial industry as “risk tolerance.” We believe that understanding one’s risk tolerance is important but even more important is your capacity to endure risk. There are many different forms of risk, and we will work tirelessly to minimize those threats to your financial well-being.
Our state-of-the-art online technology helps you stay on top of your whole financial life. You can log in at any time and from any place to view your daily positions, monitor your financial and estate plans, access important documents, and get status updates in near real time. (There is always a time delay between the momentary status of the markets and what is displayed on websites.) We also offer remote collaboration software, so you can communicate with us even if you’re on different sides of the globe.
De Groote Financial Group is not part of, or beholden to, any single financial firm, so we have no conflicts of interest or product bias. Because we answer to no one but our clients, we can fully exercise our entrepreneurial spirit to look for opportunities to enhance our clients’ success. We see relationships as long-term, collaborative partnerships, and that requires accessibility, objectivity, and transparency in everything we do. Independence makes that possible.
A professionally prepared Stewardship Executive Summary (SES) will track your progress and will provide continuity from one year to the next. The Stewardship Executive Summary will also help to prevent misunderstandings, as it clearly defines our relationship and all recommendations.
We are here to provide advice, guidance, scrutiny and oversight for every aspect of your financial circumstances. The Stewardship Executive Summary (SES) will be our agenda for all our advisory meetings and will be updated as needed.
Your participation in the implementation of your SES is essential. Full and timely disclosure of your financial situation enables us to make accurate recommendations.
In addition, the SES will help us coordinate the efforts of other professionals (accountants, lawyers, etc.) that we choose to consult as part of the wealth management process.
The SES is a valuable tool in communicating your situation to concerned and relevant family members.