Wealth and Retirement Strategies, Inc.

“To teach you the wisdom of how money works for better Stewardship to possible have more, give more and leave more.”

We work with High Net Worth individuals and business owners who are concerned about their retirement or taxes.

Our Mission

Our mission is to provide high net worth families and business owners we serve with innovative tax and financial strategies that result in fewer taxes, financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Wealth and Retirement Strategies, Inc. 

Our Services

Insurance Solutions

Tax Strategies

Social Security Maximization

Retirement Planning

Business Owner

Long Term Care

Generational Vault

It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else. But thankfully, Generational Vault – your virtual safety deposit box – allows you to upload important documents and view your financial information. Generational Vault provides you with:
  • A snapshot of your financial picture;
  • Detailed records of your assets;
  • Important financial reports and dynamic charts;
  • And much more!
Generational Vault helps to ensure that all of your important information will be safe, secure and accessible anytime, anywhere. Contact us today to discuss how Generational Vault can help you organize and safeguard the most important financial documents in your life.


We use a team approach to better serve you.

Meet your Center for Tax Strategies & Resources Team Members:

We are also fiduciaries which means we are required to do what is in the client’s best interest.

Steve Vasgaard
President and Founder

Contact Us