Eric J. Vasil

Eric J. Vasil CERTIFIED FINANCIAL PLANNER ™ helping Business Owners, Families and Individuals - Financial Services

I love helping people not just understand their finances �, but their full financial picture by utilizing an extremely simple and valuable process to get individuals financial houses in order. �

There is a big misconception that you need to be wealthy to work with a financial advisor. 𝐌𝐢𝐬𝐜𝐨𝐧𝐜𝐞𝐩𝐭𝐢𝐨𝐧 𝐛𝐮𝐬𝐭𝐞𝐝... we will work with everyone and understand we all have to start somewhere. My team and I

are a full-service financial planning firm that helps guide our clients through the stages of wealth development and towards preservation of wealth. We specialize in working with 𝐬𝐦𝐚𝐥𝐥 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐨𝐰𝐧𝐞𝐫𝐬, 𝐞𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞𝐬, 𝐚𝐧𝐝 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥𝐬/𝐟𝐚𝐦𝐢𝐥𝐢𝐞𝐬 with their financial planning concerns.

� Our relationship with our clients are true partnerships and we work together to help build financial confidence. The end goal of comprehensive financial planning goes well beyond choosing investments. We are helping our clients design their financial life and our success is measured by our clients’ success. My journey in the Financial Services industry started in 2011 and I have been blessed to have the opportunity to focus on 𝐡𝐞𝐥𝐩𝐢𝐧𝐠 𝐨𝐭𝐡𝐞𝐫𝐬 𝐜𝐫𝐞𝐚𝐭𝐞 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐜𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐜𝐞 𝐚𝐧𝐝 𝐚𝐜𝐡𝐢𝐞𝐯𝐞 𝐭𝐡𝐞𝐢𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐠𝐨𝐚𝐥𝐬. � As you can tell, I love what I do and want to share my passion with others. If you’d made it this far and think we may be a good fit, shoot me a message. Let’s link up for 10-15 minutes to see if we can provide value for you and make something happen together! I look forward to connecting. �

Specialties: Advisor, Management, , Insurance, # Long Term Care, Planning, Planning, and Small Business Owners, Planning, Making Finances Simple

Ever wonder about those free credit scores you get once a year?
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Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
05/28/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Learn how to maximize your Qualified Charitable Distributions!
05/26/2026

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

There are billions in unclaimed dollars in the US. Is some of that yours?
05/21/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

What do you need to know when the market experiences volatility?
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What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

It isn't whether you should have auto insurance - it's what kind you should have.
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It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Where do you begin when buying a home? This article has some pointers.
05/12/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...

Currency has been around for a long time. Here's a quick history lesson.
05/07/2026

Currency has been around for a long time. Here's a quick history lesson.

The beans brewed for your morning coffee may have changed hands many times.
05/05/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Address

928 Jaymor Road
Southampton, PA
18966

Telephone

+18609199781

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