We are in the business of building cages.

Versālus engages in a disciplined process in approaching the unique situation clients face regarding growing, preserving and transferring their wealth. You have spent a lifetime building your wealth and there are many sharks in the water just waiting to eat up what you have built.

That is where we come in.

By utilizing our FEELING ASSESSMENT PROFILE™, we get to the true “heart and head” issues of estate planning and then are able to determine where clients have the most vulnerability to those sharks and construct individualized cages to keep them at bay.

So who are these sharks lurking in the water?
Estate Tax
Disability and Illness
Premature Death
Retirement Risk