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Ted Vause

Financial Planner

AIF®, CFBS

Biography

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Hobbies

Boating, Mountain
Bike riding

Affiliations & Memberships

Member of the Million Dollar Round Table (MDRT)
Member of the American College for Financial Planning

Community Involvement

Tri Cities Regional Chamber
Tri City Cancer Center Men's Club

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Business Owners
  • Retirement Income Planning
  • Charitable Giving
  • Group Benefits
  • Business Succession Planning
  • Risk Management Strategies
  • Estate Planning
  • Retirement Strategies

Languages

  • English

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck