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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

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.
Learn More
How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.
Learn More
How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Learn More
Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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