17075 South Park Avenue,
At Stepping Stone Financial, we have a passion for helping our clients simplify the financial aspects of their lives so they can enjoy the present and worry less about the future. Our firm started over 20 years ago when our founder, Clint Verhagen, realized how many financial professionals were focused on selling products instead of helping clients reach their goals or protecting them from making emotional decisions. Clint saw a better way, so he stepped out on his own to forge a practice with a client-first approach. Our founder’s unwavering commitment to his clients remains ours today:To help our clients discover their goals, remain focused on end results, provide truthful and unbiased guidance, and put their needs above all else.We call our firm Stepping Stone Financial because we believe no one can reach their goals without putting a strong foundation in place. We exist to help you form that foundation, then guide you through every financial step that follows. Read on to learn more about our team and how we can help you build your financial foundation and stepping stones.
Today’s financial landscape is unpredictable — the market, volatile — and your financial needs and goals are many and complex. Working your way through these complexities can often feel overwhelming, but this is where we excel. The Stepping Stone Financial team focuses on weaving together a plan that encompasses your diverse and changing needs, while navigating the intricacies of the financial world, resulting in a personalized plan that manages risk while also putting you in a better position to pursue your goals.
Although you can probably find any number of financial planners online or in and around the South Holland, Illinois area, Stepping Stone Financial is uniquely positioned to help you keep more of your money through our hands-on approach to financial planning. As a part of our detailed process, we’ll work closely with your tax professional, digging deeper to help you find the most appropriate approaches for your situation. Our diligent tax planning strategies can result in significant tax savings.
Financial Advisor and Owner
Clint Verhagen has been a registered representative since 2000 and is the owner of Stepping Stone Financial. He received his Masters in Business Administration from Olivet Nazarene University in May, 2002; attended and completed St....
Client Relations Manager
Amanda Thompson joined Stepping Stone Financial in 2007 as a Client Service Associate and serves not only as our efficiency expert, but also as our firm historian. Her constant interaction with our clients, intimate knowledge of their...
After spending 20 years in real estate, Alona Frieling joined Stepping Stone Financial to provide us with her exquisite attention to detail and unmatched level of support for managing our office infrastructure, processes and procedures...
CPA, Registered Representative
Tom Van Dellen has been a registered representative since 2016. Prior to that, he was a director of financial consulting for hospitals and health networks throughout the United States. He received his Masters in Business Administration...
People are at the core of what we do. At Stepping Stone Financial, we are close-knit and family-oriented. This plays out in our relationships with clients and our care for those they love.
We work hard to earn the trust of our clients and we’ve been fortunate to grow by their referrals because they trust us enough to recommend us to those they care about the most.
Clients rely on us to be the center of influence for all their financial concerns, meaning our financial professionals will coordinate with their legal, CPA, and other teams to help clients pursue their goals.
We go deep with clients to gain a full understanding of their goals and a complete picture of their scenario, so we can consider every opportunity to aid them in reaching their goals.
Each member of the Stepping Stone Financial team brings a unique element to the practice as we work together to serve our clients and our community. As a team, we are highly relational. We’ll take the time to get to know and understand your needs on a personal level. We’re also diligent — always eager to help answer your questions, address your concerns, and help you take strong steps forward in reaching your goals. With our dedicated team at your back, you can gain the confidence you need to pursue the life and financial future you desire. Let’s take the first step — together. Contact us today.
We simplify the complexities of financial planning so you can enjoy the present and worry less about the future. Take the first step toward your ideal financial foundation. Contact us today.
We take a time-based approach to helping you establish a firm financial foundation from which you can build your wealth, plan your legacy and pursue your financial goals.
Each member of our team brings a unique element as we work together to serve our clients and our community. We’ll help you take strong steps forward on the path to your goals.