An independent financial services firm located in Urbandale, Iowa, we have been proudly serving individuals and their families since 1996. As you approach retirement age, chances are you have questions. Questions regarding when you can retire, and whether you are financially capable of retiring. The truth is, you aren't alone.
The majority of American pre-retirees are uncertain of what their future holds post career. They stress over outliving their money, and whether their nest egg is sufficient to leave a legacy for their loved ones. As great as these questions are, it's important to enter retirement with confidence, peace of mind, and excitement.
The majority of American pre-retirees are uncertain of what their future holds post career. They stress over outliving their money, and whether their nest egg is sufficient to leave a legacy for their loved ones. As great as these questions are, it's important to enter retirement with confidence, peace of mind, and excitement.
Services
Are you approaching retirement age, and have questions about your income and benefits? Perhaps you are already retired, and need a plan that will help you sustain your lifestyle moving forward. Or maybe you are nearing the end of retirement and need a legacy plan in place for your family.
Regardless of where you are on your journey, Vasey Financial Services offers independent advice and custom-tailored financial solutions aimed at helping you reach your goals.As independent financial professionals, Vasey Financial Services is dedicated to working in your best interest, no matter what.
Regardless of where you are on your journey, Vasey Financial Services offers independent advice and custom-tailored financial solutions aimed at helping you reach your goals.As independent financial professionals, Vasey Financial Services is dedicated to working in your best interest, no matter what.
You have worked hard your entire life. The money you have saved over the course of your career is much more than a number. It represents your commitment to yourself, your family, and future generations. Vasey Financial Services will help you plan for a retirement that honors your decades of hard work, and leaves a lasting legacy for your loved ones.
Our firm's mission is to provide financial guidance that instills a sense of security in the lives of our clients. Comprehensive and transparent, our intuitive process was designed to help us meet our mission as a firm, and help our clients meet their goals. Through a five-step process, you can expect to gain confidence and understanding as you approach and enjoy retirement.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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