Financial Planning
FINANCIAL PLANNING
VS Associates, Inc. was formed from a vision to provide full service, independent, financial services so that you could enjoy the things that matter the most. While that vision grew, the industry evolved, your needs remained the same and our mission never waived. As a matter of fact, that uncompromising focus of servicing our clients remains the same to this day. That is why VS Associates, Inc. is proud to offer you extensive industry experience. Our team continues to excel in industry knowledge, achieving nationally recognized awards and numerous accolades, so we can provide you with the help you need to achieve the goals in life that are most important to you. VS Associates, Inc. is proud to serve you.
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- Disability
- Long Term Care (LTC)
- Term
- Universal Life
- Variable Life
- Whole Life
- Living Trusts
- Estate Planning
- Retirement Planning
- Business Succession
- Annuities
- Fixed
- Fixed Indexed
- Immediate
- Variable
- College Savings
- 529 College Savings Plan
- Fixed Income
- Bonds
- CDs
- UITs
- Individual Equities
- American Depository Receipts (ADR)
- Options
- Stocks
- Living Trust
- Pensions
- Surviving Spouse Income
- Retirement Plans
- Defined Benefit
- Individual Retirement Accounts (IRA)
- Roth
- SEP
- Simple
- Traditional
- Money Purchase
- Profit Sharing
- 401K
- 403B
- 457 Plan
- CLASSIC Plus Program
- Conservative Investments
- Energy Program
- Estate Tax Reduction
- Equipment Leasing Funds
- Mutual Funds
- Speculative Investments
- Tax Deferred Accounts
- 1031 Exchange Programs
- Personal Financial Planning
- Estate Planning
- Elder Care
- Small Business Accounting
- QuickBooks Services
- Payroll
- Part-Time CFO Services
- Audits - Reviews - Compilations
- Cash Flow Management
- Bank Financing
- Business Valuation
- Strategic Business Planning
- Succession Planning
- New Business Formation
- Non-Profit Organizations
- Internal Controls
- Tax Preparation
- Tax Planning
- Tax Problems
- Allocation Funds
- Closed-End Funds
- Exchange-Traded Funds
- Open-Ended Funds
- Target Funds
- Business Development Companies (BDC's)
- Commercial Office REITs
- Healthcare REITs
- Mortgage/Debt Focused Investment
- Private Real Estate Programs
- Residential REITs
- State Tax Planning REITs
- Taxable Mortgage Pool REITs
- UBIT Blockers