What We Do
Why are we a "fee only" investment management firm?
When you pay large, up-front commissions to a broker, how do you know that they are still thinking about you after the transaction is done? By being a "fee only" firm, you never have to worry about us not paying attention to you!
More Questions?
Looking for answers to your specific situation? Click here to send us your question and we will respond back with a helpful, intellegent reply!
HOME > OUR COMPANY
OUR COMPANY
VanDenburg Capital Management is a professional firm working exclusively with senior investors to protect their financial assets and standard of living. Our mission is to educate seniors about their alternatives and then assist them in implementing the proper solutions. The firm holds educational workshops on an almost monthly basis in Sonoma County, CA (usually in Santa Rosa). Seats are free, but limited, please call for time and location. Services provided include:
Investment Management (no commission, fee only) to Increase and Protect Your Income—specializing in blue chip stocks. We utilize mechanical systems which eliminate poor judgment and errors in reasoning (taking emotion out of the investment process)*.
Estate Planning—we show you how to avoid estate taxes which are often paid by people with estates over $3.5 million. Even if you have a living trust, you will still pay estate taxes unless you take steps to avoid them.
Insurance/Annuities—Protection against the unforeseen is an important part of any sound financial plan. We leverage a broad variety of insurance options including life insurance, long-term care, disability and, yes, even annuities (in those instances when we believe that they are the appropriate solution.)
Our People
Todd VanDenburg, President of VanDenburg Capital Management, is a well-known financial educator in Santa Rosa, CA. For many years, Mr. VanDenburg has been teaching Sonoma County investors age 60+ how to preserve their assets, increase their income, and reduce income taxes. Thousands of investors have used Todd's advice to wisely invest millions in order to help grow their assets and pay less income tax. Consequently, Mr. VanDenburg is regarded as a local expert in the financial risks and opportunities of retirement.
Mr. VanDenburg is also the author of "The Inside Scoop" series of financial booklets that focus on providing retirees with the inside scoop on a variety of issues such as Equity Indexed Annuities, Mutual Fund Fees, and The Six Mistakes Retirees Make With Their Finances. He also writes a quarterly newsletter that is read by thousands of people nationwide. You can receive a free subscription to his newsletter by clicking here.
Todd is also one of 12,000 Certified Senior Advisors (CSA) in the U.S. To become a CSA, he successfully completed a 20-part program proving his expertise in many areas including senior housing, health issues, and of course, finance. He is also one of only 600 people in the U.S to receive the highly prestigious Certified Estate Planner (CEP) designation from the National Institute of Certified Estate Planners.
Todd is an active member of his community, a member of the Valley of the Moon Rotary and lives in Rincon Valley with his wife, Pamela, and their twin 12-year-old twin daughters, Jacquelyn and Paige.