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401(k) Rollovers

Should you rollover your 401k when you retire or change jobs? There are many factors to consider. Ask Vasey Financial Services to help you evaluate your options today!

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Free Portfolio Risk Analysis

Are you taking too much risk with your portfolio? Or not enough risk? Find out now!  

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Design a Retirement Plan

What are your retirement goals? Are you on track to meet those goals? Let Vasey Financial Services help you design your Retirement Plan today!

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Insurance Needs

Do you have enough life insurance? Or too much life insurance? Do you have the right type of life insurance? We can help you find out.

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Vasey Financial Services

Vasey Financial Services

Welcome to Vasey Financial Services. An independent financial services firm located in Urbandale, Iowa, we have been proudly serving individuals and their families since 1996.

As you approach retirement age, chances are you have questions. Questions regarding when you can retire, and whether you are financially capable of retiring. The truth is, you aren’t alone. The majority of American pre-retirees are uncertain of what their future holds post career. They stress over outliving their money, and whether their nest egg is sufficient to leave a legacy for their loved ones. As great as these questions are, it’s important to enter retirement with confidence, a sense of security, and excitement.

That’s where we come in. 

Vasey Financial Services can assist you as you journey toward, and through, retirement. Our experienced advisors will create a customized plan designed to answer your questions and help to clear up the complexities that surround retirement. For over 20 years, our clients have relied on our firm to guide them through retirement planning, legacy planning, and wealth management. Our comprehensive suite of services includes insurance, retirement plans, and more.

Today is nearly over and tomorrow will be here before you know it. Don’t spend another day fearful and anxious about retirement. Instead, embrace this exciting next phase of life with Vasey Financial Services. 

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Meet Your Advisor

Lew Vasey, CFP

(515) 419-2692

(877) 789-6302

Lew Vasey, CFP, is the owner and president of Vasey Financial Services. Prior to establishing his own firm in 2010, Lewis began his 27-year-long career with John Hancock. As a CERTIFIED FINANCIAL PLANNER practitioner, Lew is...

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