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Vasey Financial Services is an independent, experienced financial services firm located in Urbandale, Iowa, serving individuals and families since 1996. Led by Certified Financial Planner (CFP) Lew Vasey, our mission is to empower clients to navigate and maximize their financial future with confidence and clarity.
Our Guiding Principles
Our approach to financial planning is built on three key principles:
- Client-Centered Approach: We believe in forming deep understanding of your unique needs, goals, and challenges to tailor our strategies.
- Comprehensive Expertise: We offer a wide range of services covering all aspects of financial planning, including retirement planning, investment management, estate planning, and insurance analysis.
- Transparency and Communication: We prioritize clear and open communication, keeping you informed every step of the way.
Retirement Planning
- Comprehensive retirement analysis
- Personalized retirement plan design
- 401(k) rollovers and conversions
- Roth IRA and traditional IRA guidance
- Pension maximization strategies
Investment Management
- Custom portfolio development
- Risk management analysis
- Quarterly portfolio reviews
- Access to low-cost, diversified investments
Estate Planning
- Life insurance analysis and recommendations
- Estate review and documentation
- Coordination with attorneys for estate documents
Insurance Analysis
- Review of your existing insurance coverage
- Identification of potential gaps and risks
- Recommendations for high-quality coverage at competitive rates
Additional Services
- Tax planning and optimization
- Money management and budgeting
- Retirement education and workshops
Working with Vasey Financial Services
We believe that financial planning should be a collaborative process, built on trust and open communication. Our team of experienced professionals will work alongside you, guiding you through every step of the way. We tailor our strategies to your unique goals, risk tolerance, and financial situation.
Our commitment to you
- Personalized and individualized attention
- Transparency in our processes and fees
- Responsiveness to your needs and questions
- Access to a dedicated financial professional
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