What do we do
The Plans we create will help you achieve Tax Awareness, Continual Asset Growth and Retirement Income Maximization. We do this by using both Math and Actuarial Science, as well as the tax awareness strategies of “SMART” (Strategic Movement Around Retirement Taxation) Retirement!
- We show people how to get-out of and stay-out of DEBT forever.
- We show people how to reduce the EFFECTS of TAXATION on their money.
- We show people how to increase their GUARANTEED & SPENDABLE income in retirement.
James Van Ham, CLU, ChFC, LUTCF
President, Van Ham and Tan Financial
Jim Van Ham is an Independent Wealth Management Advisor affiliated with Strategic Financial Group Inc. and part of the SMART Advisor Network, located in Naperville, IL. While in Professional Practice for almost 43 years, Jim has found that his mission is to assist his clients in creating and distributing wealth for themselves, their families and/or their businesses and employees, in the most tax-favored way. Jim specializes in Wealth Management Creation and Distribution, Estate Conservation, and Business and/or Personal Financial Planning. Jim has served on the National Board of Trustees of the National Association of Insurance and Financial Advisors (NAIFA).
Jim earned his CLU designation in October 1994, completed his LUTCF designation in September 1997, and his ChFC Designation in December 2007. Jim is an avid golfer and enjoys playing with his friends and family whenever he can. He enjoys volunteering with his church and professional associations. He is married to his wife of 42 years Jane, and they have two lovely daughters Camille and Amy, who all reside in Naperville, IL.
Camille Tan, CRPC
Advisor
Camille M. Tan has been involved in the insurance industry since 2003 and is an advisor in the Naperville area with Van Ham & Tan Financial. She enjoys using a consultative approach to financial planning with her clients. As a graduate of Benedictine University, she actively uses her background in Psychology and Business to build strong lifelong client relationships. Every client is unique and has unique needs and goals, and identifying the best way to reach their goals is priority number one.
Camille is proud to be part of a multi-generational financial services practice focused on meeting the needs of small business owners, families, and individuals in her community. Helping her clients understand their financial goals, and how to achieve them is integral to her practice. With an emphasis on education and understanding, she helps guide her clients on their financial path. They focus on minimizing taxes, building generation wealth, and reducing debt for their clients.
Camille has been an active member of the National Association of Insurance and Financial Advisors since 2004, and regularly attends educational conferences to gain more skill and knowledge to keep up with all current industry trends. All of which she uses to help make sure her clients receive the best advice possible. She has been an active volunteer with the National Association of Insurance and Financial Advisors since she started her career. She was named the Young Advisor of the Year for NAIFA IL in 2010 and currently, she is the State President of the Illinois chapter of NAIFA.
Camille is a competitive indoor and open water long-distance swimmer; she regularly competes at events all over IL and the nation. She also loves scuba diving and travel. She is a Divemaster and loves helping teach others about the underwater world. She shares her love of scuba and travels with her husband, whom she met at an industry event.
Plan For Your Future
There is no one “best place” to put your money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your money. This is how we can be of service.