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30 Freneau Avenue Building B, Unit 2D, Matawan, NJ 07747

732-238-1908
info@vastardis.net
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Our Mission

One of our primary goals is to develop a long-term, trusting relationship with you.


Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of my resources to help you pursue your goals. 

We believe in thinking “out of the box” and not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

The Process

The Process

1. COMPLIMENTARY 15-MINUTE PHONE CONVERSATION

  • Set up a complimentary, no obligation phone call with us to see if we are a good fit for each other
  • We are looking for: business owners and high-income earners and are serious and committed to improving their financial situation.

2. FINANCIAL PLANNING PROCESS MEETING

  • We get to know each other, find out what your goals and dreams are, we discuss the financial planning process
  • We prepare financial plans for qualified prospects to earn your trust and earn it quickly.

3. FOLLOW-UP MEETING TO GO OVER THE FINANCIAL PLAN

  • We then meet and go over the plan we have prepared, and then you ultimately decide to work with our firm.

4. FINANCIAL PLAN IMPLEMENTATION AND ONGOING PARTNERSHIP

  • Putting your plan into action-staying organized and keeping you informed every step of the way.
  • Meeting regularly to review the progress and adjust the strategy if necessary.
  • The goal is to have a plan of action pursuing the goals and objectives, while maintaining financial independence you deserve.  


Our History

Our History

Offering tax smart strategies that help you make smarter choices with your money. We answer the number one retirement queston: When can I retire and will I run out of money? Since 1998, we have embraced our role as a fiduciary, a trusted financial advisor, putting your best interest over our personal profit. Please contact us to learn how to build a lifetime retirement income stream. 

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

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