Keith J. Van Dell
Founding Partner | Wealth Advisor
Keith J. Van Dell
Founding Partner | Wealth Advisor
Honest, approachable retirement planning for professionals and families.
We bring together all aspects of the pre-retiree journey—from distribution and cash flow to taxes and social security—so you can have clarity and confidence as you move toward the future you desire for yourself and your family.
About
For more than 30 years, Keith J. Van Dell has helped successful individuals, families, and business owners make thoughtful decisions about the wealth they have worked a lifetime to create.
As a Founding Partner and Wealth Advisor at Waypoint Wealth Group, Keith specializes in working with high-net-worth clients approaching or navigating the transition from accumulating wealth to deciding what they want their wealth—and their life—to accomplish next.
For some, that means retirement. For others, it doesn’t.
Many of Keith’s clients are business owners, executives, and professionals who love what they do and have no desire to simply stop working. Their business or career may be an important part of their identity and purpose. For them, financial independence isn’t necessarily about retirement—it’s about reaching the point where work becomes a choice rather than a necessity.
Keith often describes his role as serving as a “personal CFO” for his clients and their families, helping coordinate investments, retirement income, tax strategies, estate planning, business interests, charitable giving, and multi-generational wealth decisions. He works collaboratively with clients’ CPAs, attorneys, and other professional advisors to help bring the pieces of their financial lives together.
But Keith believes wealth management is ultimately about more than money. It’s about answering bigger questions:
- Do we have enough?
- What do we want the next chapter to look like?
- What do we want to leave our family?
- What do we want our wealth to accomplish?
His philosophy is simple: Wealth should create choices.
Whether that choice is to retire, continue building a business you love, spend more time with family, travel, give generously, or create a lasting legacy, Keith’s goal is to help clients enjoy what they’ve built while protecting it for the people and purposes that matter most.
Van Dell team
Jeff Landt, CFA, CFP®
Vice President and Director of Investments
Chris Abbott
Medicare Specialist
Carrie Hancock
Vice President, Financial Planning Resource Center
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Chase Brakke, DIA, DIF, CEPA®
Vice President of Business Owner Solutions
Coordinating with CPAs and attorneys
For a financial plan to be fully comprehensive, it must account for tax and legal implications. We collaborate with outside professionals with whom you have a relationship, making sure each recommendation is aligned with your overall financial picture.
Financial services
Jump to: Financial planning | Wealth management | Comprehensive retirement planning | Estate planning | Medicare Supplement guidance
Financial planning
Financial planning isn’t limited to you; it involves your children and all those who follow you. As such, our approach emphasizes planning for you and your entire family, as changes in one area can likely affect the other.
When working with Keith, you can expect a holistic approach to financial planning that accounts for all applicable parts of your financial situation and ensures they work in harmony together.
Wealth management
We coordinate your investments, insurance, and tax strategies to holistically increase your net worth.
Our investment approach aligns with your values and complements your tax strategy, enhancing your financial plan. In insurance planning, we prioritize safeguarding your assets, recommending various options, and exploring trusts and alternative solutions for added protection.
Comprehensive retirement planning
We specialize in all-inclusive retirement income planning. Using our expertise in tax-efficient retirement distribution and the nuances of Social Security income and required minimum distributions, we help you create the retirement lifestyle you choose.
Estate planning
If you want to make an impact beyond your lifetime, strategic estate planning can help ensure your intentions become a reality for the next generation. We leave no stone unturned as we plan for your ideal scenario, as well as alternative chains of events, ensuring that your choices for every asset are locked in, legally and fiscally. Through a multi-generational relationship approach. Keith can also help facilitate discussions and field questions to ease emotions and ensure your family members feel cared for.
Medicare Supplement guidance
Together, you and Keith can make Medicare work for you as part of your broader overall financial strategy. Using proven techniques, he can help free up money from medical expenses and simplify your healthcare choices.
Financial planning process1. Setting goals that matter to you and your familyFirst, you and Keith will uncover your and your family’s goals, needs, and dreams through discussions such as:
These questions and more help define the opportunities and challenges we will account for in your financial plan. 2. Understanding your current situationThen, our team will help gather and organize all your important financial documents to create a clear and comprehensive look at your current financial situation and how it fits together. Using time-tested processes and state-of-the-art technology, we prioritize saving time and reducing overwhelm throughout this stage, resulting in long-term peace and clarity surrounding your finances. 3. Building your custom financial planWith your starting point and your destination clearly defined, we will design a personalized financial plan with a framework for moving forward and recommendations on how to optimize your results. 4. Executing the plan and monitoring your progressWhen the plan is in motion, we will continue to provide guidance and accountability throughout your journey. As your situation changes, we may recommend updates to the plan or coach on how to stay the course. We will also work proactively in your portfolio to ensure confidence and communication in volatile or uncertain markets. |
Registered representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC. (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0E67126.