Henk J. Pieters, CFP^®

Investus Financial Planning provides fee-only, financial planning and asset management services with its mission to be the client’s fiduciary advisor. Advice and investment services are provided strictly in the client’s best interest as the paramount operating principle. There are no commissions, referral fees or hidden charges. Services encompass comprehensive, holistic financial and life planning, project consulting, investment portfolio management, real estate investing, career guidance and small business consulting. Investus is a private, concierge practice that takes on a limited number of clients by referral only to ensure a true life planning relationship. Our very own investment methodology, "Intrinsic Value Asset Allocation (IVAA™)", is proprietary and succeeds in mitigating client portfolio volatility. Specialties: Putting the client's interests first, Investus specializes in comprehensive financial/life planning that includes goal setting and monitoring, cash flow/budget review, portfolio analysis, ongoing investment management, tax minimization, estate planning, retirement analysis, education planning, insurance reviews, mortgage review and assistance, major purchase assistance, financial education, small business/career coaching and communicating with client’s CPAs, attorneys and other advisors.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Identity Theft, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes