PRESCRIBING
FINANCIAL STRATEGIES

OUR GOAL IS TO HELP YOU REACH YOURS

The Future Looks Good
Plan Early
Vessell and Associates Financial Strategies
retirement Planning

Client Testimonies

  • Marlin Gill, MD

    Jerry has orchestrated a sound financial strategy for our family and businesses that has helped us realize our hopes and dreams. We feel so fortunate to call him our friend.

  • Mark Benner, DDS

    I retained Vessell and Associates about 15 years ago. Jerry Vessell has helped me achieve my retirement goals.

  • Charles Proctor, MD

    Jerry Vessell has been instrumental in guiding me and my practice for over seven years. He and his team have completely reshaped our current and future financial outlook in a positive way. 

  • Roderick Givens, MD

    It was a pleasure having Jerry working with me in crafting a sound financial strategy. His expertise has placed me in an excellent financial position.

  • Keith Hill, MD

    I can give my wholehearted endorsement of Jerry! He is one of a kind and gives 100% to help his clients. I have worked with many financial groups as well as insurance agents and Jerry exemplary. He listens and crafts a strategy that you are comfortable with and has always been in my corner! I am also proud to call him a FRIEND!

  • Jeremiah Harris, DMD

    Jerry has helped me creating a financial strategy in a highly competent and professional manner. He thinks outside the box and has given me peace of mind. My family's future seems to be set due to his skills and networking ability.

Client Testimonies

Ken Kozawa, MD

Salem Emamalie

I have known Jerry Vessell for over 30 years. I trust him and have relied on him to design a financial and tax strategy that will provide for my family and me in the future. The process was so simple. I asked Jerry to design and implement an estate and succession plan for my

business and personal assets. After verifying the information and approving the draft, Jerry sent the design to my attorney to draft the documents and my CPA to verify the tax strategy. Now my plans are complete and I have peace knowing my family and I will be well taken care of. Thank you so much Jerry Vessell and the Vessell and Associates team.

The above are a current clients and were not compensated for their testimonials. These testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.

Clients

At Vessell and Associates,
it is our mission to make sure you make
smart financial decisions today & beyond

Vessell & Associates
will work with you to meet
your financial goals
A financial strategy is meant to protect you and your family from a variety of risks. As you work to construct your strategy, be sure to think broadly about the financial risks you face today, or may face in the future. When you think about how how to protect your livelihood from certain risks, or how to build the financial resources needed to live your life as you wish — there is a set of questions you may be considering:
    • Who depends on me today, and who might depend on me tomorrow?
    • Am I on track to retire?
    • Who is providing for my dependents now?
    • What risks have I overlooked or not fully considered?
    • Are my financial strategies fexible enough?
    • How do I pick the right financial professional to work with me?
    • How do I pick the right financial services company to work with?
    •  What if I already have a retirement strategy?
    • What is the downside of putting this all off?
    • So what am I waiting for?
Vessell and Associates

5214 Maryland Way, STE 301
Brentwood, TN 37027
Office: 615-835-3122
Fax: 615-309-6303
Cell: 615-351-8880 

Legal
Jerry Donald Vessell is licensed to offer life insurance in the following states: Alabama, Florida, Georgia, Kentucky, Mississippi, North Carolina, South Carolina, Illinois, and Tennessee.
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