Leavitt Group

VanDenburg Capital Management, located in Santa Rosa, CA, is a registered investment advisory firm that specializes in fee-only financial planning and fiduciary investment management for professionals, retirees, and families. Founded by Todd VanDenburg, the firm is dedicated to helping clients create, manage, and protect their wealth through tailored financial strategies and comprehensive services. With a focus on personalized financial planning, the firm offers a range of services including cash flow planning, tax optimization, investment management, and estate planning. Todd and Pamela VanDenburg, who co-manages the firm, emphasize a rigorous, iterative process to ensure clients achieve their financial goals and enjoy peace of mind in their financial futures. Generated from the website

Leavitt United Insurance Services, Inc., located in Santa Rosa, CA, offers a comprehensive range of insurance solutions tailored to meet the diverse needs of both businesses and individuals. With a focus on exceptional service, the agency provides various products including commercial insurance, employee benefits, and personal insurance options such as auto, home, and life coverage. The agency has recently merged with McDonald Leavitt Insurance, enhancing its capabilities and access to a broader suite of services and insurance carriers. Clients can expect the same dedicated service from a knowledgeable team while benefiting from strengthened relationships with insurance companies and improved risk management services. Generated from the website

All the financial help you need in one place Most people get financial help from a financial advisor and tax help from their accountant. But to take advantage of opportunities, you should get both in one place.