Welcome to Vast Solutions Group

Tax + Financial + AI ™

Appearing in the Beverly Hills Courier, Palm Beach Times, Greenwich Post, and more…

 

“Your organization has saved me something like $1 million over the years!”

Dr. William Thepick

Small Business Owner, FL

 “I have never had anything run so efficiently with paperwork and getting something done. Your whole system is incredible.”

Anna Otton

Small Business Owner, CO

“We can do a lot with the approximately $501,000 in tax savings this year you showed us.”

Jenn Frank

Small Business Owner, CA

“I have to pick my jaw off the desk. This is brilliant!”

Clifford Jailberg

Small Business Owner, OK

 “Why wouldn’t I do this? This is a no brainer.”

Joel Fender

Small Business Owner, TX

“Why didn’t we do this (strategy) a long time ago? Well, we did not meet Vast a long time ago.”

Clarissa Tongia
Small Business Owner, NY

Events and Training Workshops

Learn from the best in the business at one of our exciting workshops held all over the country.

 

In an effort to maintain safety for our employees, contractors, vendors, event attendees, and clients we are postponing all hosted events until October and beyond.

 

Pleases check back for updates as we will have many events going forward!

October 01, 2020
Las Vegas, NV
Mastermind 2020: Advanced Benefits and Tax Strategies for Entrepreneurs

October 05, 2020
Las Vegas, NV
“Fun (and Smart) Tax Tips for Financial Advisors”

October 21, 2020
Las Vegas, NV
“Simple Financial Intelligence”

October 27, 2020 
Bainbridge Island, WA
“Advanced Tax Strategies for Business Owners”
Focus Group/Invite Only

November 11, 2020
Seattle, WA
“Wealthy Secrets for The Everyday Investor”

November 19, 2020
Scottsdale, AZ
“Mastermind 2020”

Our List Of Services For The Small Business Owner Includes:

  • Benefits Consulting/Outsourcing

  • Financial Services

  • Tax Consulting

  • Qualified Plan Administration

  • Risk Mitigation

  • Strategy Consulting

  • Actuarial Consulting

  • Etc.

  • Benefits Consulting/Outsourcing

  • Financial Services

  • Tax Consulting

  • Qualified Plan Administration

  • Risk Mitigation

  • Strategy Consulting

  • Actuarial Consulting

  • Indexed Universal Life Insurance

  • Income Planning

  • Life Insurance (and audits)

  • Buy Sells

  • Fixed Annuities

  • Fixed Index Annuities

  • Single Premium Annuities

  • Retirement Analysis

  • Mergers/Acquisitions

  • Long Term Care Insurance

  • Disability Insurance

  • Management Consulting

  • 831(b) Consultation

  • Property and Casualty Insurance

  • Life Coaching

  • Executive Coaching

  • Health Insurance

  • Benefits Consulting/Outsourcing

  • Indexed Universal Life Insurance

  • Income Planning

  • Life Insurance (and audits)

  • Buy Sells

  • Fixed Annuities

  • Fixed Index Annuities

  • Single Premium Annuities

  • Retirement Analysis

  • Mergers/Acquisitions

  • Long Term Care Insurance

  • Disability Insurance

  • Management Consulting

  • 831(b) Consultation

  • Property and Casualty Insurance

  • Qualified Plan Administration

  • Life Coaching

  • Executive Coaching

Team of Senior Consultants

James Martin, III

Los Angeles area, CA

Mr. Martin runs the executive benefits group of all Vast-related entities. He has been involved in small business owner issues for over 20 years and also has a secondary specialty of business lending strategies. 

Marco Sanchez, Esq.

Las Vegas, NV

Marco I. Sanchez is a licensed attorney in the states of Texas and Nevada. He began his legal career working for a law firm in Las Vegas, Nevada.

Priscella O'Shea

Fremont, CA Hilton Head, SC

I grew up in the Bay Area, raised 4 independent successful daughters. I love to travel and experience new cultures. I am known to be personable, analytical, independent, hard worker (or always working); professional.

Stephen Eppich, CFP

Cleveland, OH

Mr. Eppich has over 20 years in the financial services industry and specializes in life insurance and family trusts.

Regina Thompson

Dallas, TX

Ms. Thompson is a technical consultant for Vast Solutions Group where she specializes in advanced insurance strategies for sister and affiliated companies.

Our Staff

Pierre Le Dorze

Bainbridge Island, WA
ACCOUNT MANAGER

Lucinda Asuncion

Silicon Valley, CA
ADMINISTRATIVE ASSISTANT

Christine Spruill

Southlake, TX
ADMINISTRATIVE ASSISTANT

James Martin, III

Los Angeles area, CA

Morgan Maloney

Las Vegas, NV
ENGAGEMENT MANAGER

Michelle Lawson

Bakersfield, CA
GENERAL MANAGER

Our Locations

Offices in

 Bainbridge Island, WA

 Cleveland, OH

 Dallas, TX

 Eugene, OR

 Fremont, CA

 Hilton Head, SC

 Las Vegas, NV (3)

 New York, NY

 Ontario, CA

 Plano, TX

 Silicon Valley, CA

 West Palm Beach, FL

Las Vegas Office

Corporate Headquarters

6920 South Cimarron Road
Suite 240

Las Vegas, NV 89113
Phone: 888-808- VAST (8278) Extension: 701

Email: admin@vastsolutionsgroup.com
Monday-Thursday 8:00 AM – 5:00 PM (Pacific)

Location Map