Our Extended, Comprehensive Services

Envision As part of our commitment to helping you achieve your goals and objectives, we provide the core wealth management services that have come to exemplify the team at Veesart Financial, LLC. To that end, we either provide or facilitate many aspects of your family's planning. These services include:
  • Retirementment Planning
  • Lifetime Incoming Planning
  • Business Succession Planning
  • Life and Long-Term Care Insurance
  • Estate Planning Strategies
  • Legacy Planning
  • Multi-Generational Family Planning
  • Trusts and Charitable Giving
  • Asset Protection through Insurance and Critical Ilnness Contingency Planning
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors.

Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

To learn more about any of these services, be sure to send us a message.