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Services

 

Vass Financial Strategies is a comprehensive financial services firm.  As an independent organization with no proprietary products, we have the flexibility to customize our solutions to the needs of our clients.
Investment Management

 

Each portfolio is customized based on the individual's needs and risk tolerance.  We strive to build diversified portfolios of fundamentally strong investments. 
 

Financial Planning

 

We thoroughly assess the entire financial picture before putting together a comprehensive plan to help our clients meet their financial goals.


 

Retirement Plans

 

Small businesses have a number of options when it comes to their employer-sponsored retirement plans.  We can help evaluate these options and select and implement the plan that best fits the needs of your company.


 

Life & Disability Insurance

 

As independent agents, we have the ability to compare numerous insurance carriers to find the most competitive life and disability coverage for our clients. 



 

Long Term Care Insurance

 

One of the significant gaps in the Medicare program is coverage for long term care needs.  A long term care policy can help fill this gap and potentially keep you in your home longer. 


 

Medicare Supplements

 

Selecting a program to supplement your Medicare coverage can be a daunting task.  We have the expertise to help you navigate this environment and select a supplemental program that fits your needs.



 

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