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Thomas V

ChFC®, Series 63

Centennial, CO

VanderHeiden Financial

Thomas Vanderheiden is the sole advisor at VanderHeiden Financial in Centennial, CO, holding a ChFC® designation and a Series 63 license with 24 years of industry experience. He has been operating VanderHeiden Financial since 1981. In addition to advisory services, he engages in the sale of life and health insurance through various companies. VanderHeiden Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with a modest client base. The firm focuses on written financial planning and coordinating third-party investment advisers, typically operating on a non-discretionary basis with client portfolios structured as fund-of-funds using Modern Portfolio Theory and the Fama-French three-factor model.

Annuities Tax-loss harvesting Retirement income strategy General tax planning
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