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Making the Complex Simple

The world of finance is complex, but your financial planning doesn’t have to be.
We’ll help you build your ideal future by establishing a firm financial
foundation. Let’s take this first, simple step. Together.

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Wealth Management, Simplified For You

The Stepping Stone for Your Future

For over 35 years Stepping Stone Financial has been growing and developing client relationships to help you keep more of what you earn, and lay a solid financial foundation in order to support your goals.

We specialize in helping our clients simplify the financial aspects of their lives so they can worry less and enjoy more. Contact us to find out more about our firm and what we can do for you, your business, or a non-profit organization.

About Us
A Time-Based Approach to Your Complex Goals

A Time-Based Approach to Your Complex Goals

At Stepping Stone Financial, we know that you have short term, intermediary, and long-term financial goals. Our time-based approach uncovers your needs under each of those categories, giving us a more complete understanding of your complex needs. Our simple, overarching financial strategy weaves your goals together, regardless of their timeframes. We’ll then build your personalized plan to help you pursue your every goal, each in turn.

Our Personalized Services

Individual and Family Financial Planning

Individual and Family Financial Planning

Our personal financial plans weave your complex goals into a simple, time-based plan, backed by proven investment strategies. We also incorporate key tax planning strategies to help you keep more of your money.

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Business Retirement Plans

Business Retirement Plans

Your company’s retirement plan should be an asset, not a liability. We can assist with plan design, management, control, and all your fiduciary responsibilities, so you can focus on your business, instead of your employee retirement plans.

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Non-Profit Advisory Services

Non-Profit Advisory Services

Maximize your community impact while minimizing your administrative load. At Stepping Stone, we have extensive experience in helping non-profit organizations like yours build a financial foundation for pursuing their mission.

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Meet Our Team

Clint Verhagen

Clint Verhagen, MBA

Financial Advisor and Owner

(708) 331-2000

(708) 331-2000

Lawrence VanDrunen

Lawrence VanDrunen, CPA

CPA, Registered Representative

(708) 596-6100

(708) 596-6203

Resource Center

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
Learn More
How the Federal Reserve Works

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Learn More
Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Learn More

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