Investment Advisory Services & Financial Planning
Registered Investment Advisory Firm: Registered in the States of Indiana and Texas
As a Registered Investment Advisory firm, Vasquez Financial Consulting LLC provides Investment Advisory Services through Charles Schwab Services, Capital Funds_American Funds and College Choice 529 Advisor Savings Plans. Financial Planning services are provided on a subscription basis billed quarterly in arrears. Financial plans may include but are not limited to: investment planning, life insurance needs analysis, tax planning concerns, retirement planning, college planning, and budgeting.
Investment Advisory Services & Financial Planning Guidance
The investment advisory services and financial planning guidance we provide are grounded in the financial planning process that incorporates relevant elements of your personal and financial circumstances. The collaboration required between you as the Client and Vasquez Financial Consulting LLC is critical in determining how to best guide you in the proper management of your financial resources to meet your financial goals.
Investment Advisory Services provided through the following custodians:
Charles Schwab Advisor Services
Capital Group / American Funds
CollegeChoice Advisor 529 Savings Plan
Interested in knowing your Investment Risk Tolerance score? Click on the link below: https://pro.riskalyze.com/embed/61e86c29d56f0fd97258
About Jesse Vasquez
Investment Adviser & Financial Planner
Jesse Vasquez
FINRA Licenses: Series 7, 63 & 66
Insurance Licenses: Life & Long-Term Care
Education: Bachelor of Science Accounting & Finance, Indiana University Purdue University at Indianapolis
Board Member: FPA Indianapolis Chapter
Business Background:
Vasquez Financial Consulting LLC - Managing Member and Chief Compliance Officer
Vasquez Group LLC - Business & Tax Adviser
Vasquez Insurance Agency LLC - Independent Life & LTC Insurance Agent
Personal Background:
Texas native and adopted Hoosier
Proud father to three intelligent daughters: Ages: (24), (18) and (6).
Hobbies:
Marathon & Ultra trail running and Latin dancing
Vasquez Group LLC
Jesse Vasquez is a Business & Tax Adviser providing business consulting and tax preparation services. Established in 2009, Vasquez Group LLC has served business owners and individuals with their tax concerns.
Vasquez Insurance Agency LLC
Jesse Vasquez is a licensed independent Life and Long-Term Care Insurance agent offering insurance products through Ash Brokerage & InSource Inc.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
It allows you to set financial goals that will help you improve your savings and investment strategies to help increase your household net worth. It helps you understand your risk tolerance, your employee benefits and life, disability and long-term care insurance needs. It also addresses your education, retirement, tax and estate planning needs.
6, 9 or 12 months focusing on specific areas as detailed below:
- Goals, Credit card debit and Spending Budget, Insurance Planning
- Investment Planning & Tax Planning
- Education Planning & Retirement Planning
- Employee Benefits & Estate Planning
We work with you to generate your initial financial plan on a 6, 9 or 12 -month period. The fixed rate for creating client financial plans is $1,500 (Bronze level), $3,000 (Silver level) or $5,000 (Gold level). We also provide continuous support to implement, monitor and update the financial plan on an ongoing quarterly basis.
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Contact us
It is never too early to get started on your financial plan. Tell us more about your goals, and we will get you started on a plan to achieve them.
Vasquez Financial Consulting LLC
phone: 317-281-7616 or email: jesse@vasquezfc.com
Hours
Monday - Saturday: By appointment
Copyright © 2023 Vasquez Financial Consulting - All Rights Reserved.
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