Van Leeuwen Retirement & Investment Sevices

We offer access to a full spectrum of insurance and financial research, analysis and customized solutions for insurance and investment professionals, property and casualty agencies, banks, law and accounting firms. Our management team has strived to develop programs using best-practice standards to bring value-added service to our client, the producer. By working with Thoroughbred Financial, you benefit from our size and scale, which has allowed us to negotiate and provide competitive compensation on your insurance securities business. While our primary carrier is Lincoln Financial Group, we are also affiliated with over 70 carriers, allowing you to maintain the independence you want.

Start Building Your Financial Future

Q2 Wealth Management is a holistic planning firm that helps investors manage and plan for life’s wealth-building and retirement journey. We understand retirees face many important decisions affecting their success. Some of those decisions revolve around investments because growth is the cornerstone to a successful journey but it can’t be your only focus. Think of investing as an arrow in your quiver and when you combine that arrow with a well-designed bow it becomes an even more powerful and accurate arrow.