Our ideal client would be under 40 years of age and have a desire to improve their financial health. You’ll probably remember the Ninja Turtles or Jem. You probably had a Game Boy or, if you were lucky, a Game Gear. You have a lot going on: getting married, starting a family, paying off student loans, changing jobs, buying a home and you may not know where to start. You need someone you can relate to and someone who understands you. We didn’t learn about these things in school but now it’s time.
Young people are faced with significant financial challenges today. Answers to questions may be found on the internet but they are generally vague and don’t always apply to your specific situation. For about $20/month you can have a CERTIFIED FINANCIAL PLANNER™ professional on your team.
The average age of a Financial Advisor is about 50. Many young people working with an advisor will need them most about the time they retire. Start building your future today with someone who will be available tomorrow.
Anyone concerned about retirement. The Ideal client would be at least 40 years old, limited debt, and stable employment.
Retirement planning is not simply finding out how much you will need to retire. It involves defining retirement and the costs associated with Retirement. We will review your current Net Worth (Assets – Liabilities) and cash flow. We will develop a savings plan or debt repayment plan and a required return on investment that will put increase you likelihood of a successful retirement.
Our first meeting will be a data gathering session either in person, over the phone or via Skype. We’ll talk numbers and expectations for you AND me. Our second meeting will be laying out a plan (in plain English with easy to understand actions steps) and fine tuning any assumptions if needed. All necessary data must be provided by the second meeting. Finally a third meeting will be scheduled to put the plan in place. We’ll follow up with you every six months, and of course you have a CFP® professional you can email anytime. Once you have over $50,000 invested with us, we wave the annual fee and can focus on reaching your next benchmark.
As we live longer and less dependent on pensions and social security for retirement, individuals are becoming more and more responsible for preparing for retirement.
Our first meeting will be a data gathering session. We’ll talk numbers and expectations. Our second meeting will be laying out a plan and fine tuning any assumptions. All necessary data must be provided by the second meeting. Finally a third meeting will be scheduled. At this point it will be up to you whether you implement the plan with Vassey Financial Planning & Investments. If you chose not to use, we can always retain our financial planning services for an annual fee.