Financial Planning in Seneca Vassey Financial Planning and Investments in Seneca Financial Management in Seneca

FEE ONLY SERVICES


Actionable financial planning advice without the pressure of a salesperson. Plain English recommendations with steps to improve your financial health or keep you on track to reach your goals.


BUSINESS OWNER SERVICES


  • 401(K)

  • SEP IRA

  • SIMPLE IRA

  • College 529 Plans for Businesses

Investor SERVICES


Custom investment solutions for each individual. Managed accounts consisting of Mutual Funds, ETFs, Stocks, and/or Bonds held in Brokerage Accounts with Check Writing, Roth IRA, Traditional IRAs and Custodial Accounts. 

All rights reserved. This communication is strictly intended for individuals residing in the states of AL, AZ, FL, GA, IL, MA, MO, NC, NH, NM, SC, TN, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC , a Registered Investment Adviser. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the flame logo in the U.S.A. Privacy Policy - © 2017 Commonwealth | Vassey Financial Planning & Investments | SENECA OFFICE: 140 BOUNTYLAND RD., SENECA, SC 29672 | 864.718.0600

We're not your typical wealth management firm. We work for you and we can only be successful if you are. As your priorities evolve and you move through various stages of life, your definitions of success can change as we age.  No matter what happens in life, one thing remains constant; the need for qualified, client-specific advice.


The foundations of Vassey Financial Planning & Investments have been constructed on the relationships developed with our clients over the years. We are always on the same team working towards a common goal.  Whether accumulating assets or spending them down, the minefield of mistakes and emotional obstacles can be staggering.  You can navigate life’s challenges with a CERTIFIED FINANCIAL PLANNER™ professional in your corner.  Financial Dynamics - SC-Retirement.com gen y planning Financial Dynamics - SC-Retirement.com retirement planning retirement planninvesting in stocksing in Seneca self employed retirement plans  wealth management investment services investment consultants financial management financial planning financial  Vassey Financial Planning and Investments in Seneca financial management servicemanagement service