Business Details
Your Trusted Financial Partner in Mishawaka, IN
Verso Financial is a boutique financial planning firm dedicated to empowering individuals, families, and businesses to achieve their financial goals. With over 30 years of combined experience, our team of Certified Financial Planners provides personalized strategies tailored to each client's unique needs. We specialize in investment management, retirement design, tax planning, and estate planning, leveraging a holistic approach to address both immediate and long-term financial challenges. Our partnership with Canvas Financial enhances our ability to offer diverse investment opportunities and comprehensive guidance. We prioritize transparency, fiduciary responsibility, and ongoing support, ensuring clients feel confident in their financial decisions.Our six-step planning process emphasizes collaboration, continuous monitoring, and adaptability to life's changing circumstances. Headquartered in Mishawaka, Indiana, we serve clients locally and nationwide, combining local expertise with national resources. Our commitment extends beyond financial services through active community involvement and educational initiatives. By focusing on trust, expertise, and client-centric solutions, we aim to be lifelong partners in our clients' financial journeys.
Services
Investment Strategies
Retirement Design
Risk Management
Estate Planning
Tax Planning
Business Planning
Inheritance Management
Long-Term Care
Social Security Optimization
Student Loan Planning
Highlights and features
- We have over 30 years of experience in personalized financial planning.
- Our team includes Certified Financial Planners with fiduciary accountability.
- We utilize a six-step planning process for adaptive, client-focused strategies.
- Our partnership with Canvas Financial provides access to national resources.
- We combine investment expertise with tax, estate, and retirement planning.
Associations and certifications
- CFP Board
Services
Investment Strategies
We simplify complex investment landscapes through diversified strategies tailored to risk tolerance and financial goals. Our approach balances growth and preservation while adapting to market changes. Clients benefit from ongoing portfolio reviews and transparent reporting to ensure alignment with evolving objectives.
Retirement Design
Our retirement planning focuses on creating sustainable income streams and tax-efficient withdrawal strategies. We analyze Social Security optimization, pension options, and healthcare costs to build personalized roadmaps. The goal is to ensure financial security while maintaining lifestyle preferences during retirement years.
Estate Planning
We help clients protect and transfer assets efficiently through wills, trusts, and advanced directives. Our strategies minimize estate taxes and legal complexities while addressing family-specific needs. Coordination with attorneys ensures comprehensive legacy planning aligned with long-term goals.
Tax Planning
Our tax strategies focus on reducing liabilities through legal deductions, credits, and investment structuring. We analyze income timing, retirement contributions, and charitable giving to maximize after-tax returns. Continuous collaboration with accountants ensures holistic tax-efficient solutions.
Business Planning
We assist business owners with succession planning, profit-sharing strategies, and executive compensation structures. Services include buy-sell agreements, key person insurance, and retirement plan design. Our goal is to enhance business value while aligning personal and corporate financial objectives.
People
Kevin M. Grunawalt
Founder & CEO
With 35+ years in financial services, Kevin holds a CFP certification and Purdue degree. He specializes in wealth management for business owners and families, utilizing a five-step process to address gaps in financial plans. Active in community boards and estate planning councils.
Kelby K. Wendzel
Lead Advisor
A CFP professional with expertise in lifestyle-integrated financial planning. Kelby focuses on aligning investments with clients' life goals, combining technical analysis with personal fulfillment strategies. Graduated top of his class at Purdue University's Financial Planning program.
Johnny Basham
Lead Advisor
Brings 17 years of industry experience, specializing in tax-efficient strategies and estate planning. Johnny develops customized solutions for wealth preservation, leveraging his Indiana University finance background and client-centered approach to complex financial challenges.
Nicole Witherspoon
Client Relationship Manager
With 25+ years in financial services, Nicole manages client transactions and service delivery. Her organizational leadership degree informs our service model's design, ensuring seamless execution of financial plans while maintaining personalized client communication.
Matthew E. Boughner
COO
Oversees daily operations with an entrepreneurial background spanning 29 years. Matt's business management expertise streamlines administrative processes, allowing advisors to focus on client needs while maintaining operational efficiency and service quality standards.
Questions
What financial planning services do you offer?
We provide investment management, retirement design, tax optimization, estate planning, business succession strategies, and long-term care solutions tailored to individual and corporate clients.
How are you different from other financial advisors?
Our fiduciary responsibility, CFP-certified team, six-step planning process, and partnership with Canvas Financial combine personalized service with national resources for comprehensive solutions.
What is your investment approach?
We use diversified strategies balancing growth and preservation, with ongoing portfolio reviews to adapt to market changes and evolving client objectives while maintaining transparent reporting.
Do you work with out-of-state clients?
Yes, while based in Indiana, we serve clients nationwide through virtual consultations and digital tools that facilitate remote financial planning and account management.
How are your fees structured?
We offer transparent fee options including asset-based management fees, flat retainers, and hourly rates depending on client needs, with no hidden costs or commission-based product incentives.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP), FINRA-licensed professionals, and specialists with degrees in financial planning, adhering to strict ethical standards and ongoing education requirements.
