Veikko A "Andy" Vasara, CLU, ChFC

Financial Planner, Investment Advisor Representative

About: Andy has built a holistic financial planning practice which includes a team of licensed colleagues and support staff. His goal is to work with his clients and keep them accountable to do what they need to do to get what they say they want in their financial life. Through Formal Financial Planning he provides answers to life’s questions and uncertainties.

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Focus: Financial Planning, Special Needs Planning, Insurance Strategies, Retirement Planning, Investment Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, and Estate Planning for business owners and individuals.

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Languages: English, Finnish

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Professional Growth:

In 1986 Andy obtained life and health licenses to start his financial services practice.

In 1988 he received his Series 6 FINRA securities license for mutual funds and variable products.

In 1991 he received his property and casualty license for auto, home, and flood insurance.

In 1994 he received his Security Principles registration (Series 26) and State Securities Law registration (Series 63). He also began working in a management capacity.

In 1997 he received CLU® and ChFC® designations from the American College.

In 1998 he received his Financial Planning certification.

In 2015 he received his Special Needs Planning certification.

In 2017 he changed his practice to holistic financial planning.

In 2024 he obtained his full Series 7 securities license.

Andy has participated in countless training opportunities and will continue to increase his skillset to benefit his clients.

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Disclosure:

CA Insurance License # 0I47636 | State of Domicile: FL
AZ Insurance License # 57336 | State of Domicile: FL
I am licensed to sell insurance in: AL, AZ, CA, FL, GA, ID, IL, IN, KY, ME, MD, MA, MI, NY, NC, OH, PA, SC, TN, TX, VA, WV, and WI.

*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. CRN202808-9370499

My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

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This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

Our Six
Step Process

Six clear steps. One powerful strategy for your financial future.

Identify

your unique situation
and goal.

Gather Information

to prepare your strategy.
Managed

Analyze

your current portfolio to identify any gaps that may exist.

Present Strategy

review your goals and discuss recommended strateties

Review

strategies in place so you can make informed decisions & meet goals

Implement

strategies to help you achieve financial freedom.

Solutions That Have Impact

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

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Personal Solution

Protection

Life Insurance
Disability
Income Insurance
Long Term Care
Medical | Health | Dental

Retirement
Services

401(k)
403(b)
457(b)
IRAs
Roth IRA
Defined Benefit Plans

Investment Products Services

Annuities (Fixed & Variable)
Brokerage
Investments

Estate Planning

Tax Efficiency Strategies
Charitable Giving

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

See If We’re The Right Fit

See Who We Help

Business Solutions

Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.

Succession
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Buy-sell protection
Key person coverage
Buy-out funding

Qualified Plans

401(k)
Simple/SEP IRAs
Defined Benefit Plans

Non-Qualified
Plans

Executive Bonus
Deferred Compensation
Split Dollar

Group Benefits*

Health Savings Account
Dental Insurance
Vision Insurance
Life Insurance
Long Term Care
Disability Insurance

* Some products offered by unaffiliated insurers.

Associated with MassMutualSupported Independence Platform