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BUSINESS OWNER SERVICES


  • 401(K)


  • SEP IRA


  • SIMPLE IRA


  • College 529 Plans for Businesses

INVESTMENT 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

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. 


  • RETIREMENT PLANNING


  • GEN Y PLANNING

small business retirement plans

Retirement Planning in Seneca