Why Vector Financial Solutions?
Investments can get complicated, especially when you have many different goals in mind. Our job is to explain your options to you in a clear, straightforward way that leaves nothing out. We are committed to respectful communication that helps you make the best financial decisions possible.
Our strategies are well-researched. Advanced screening techniques and tools are used with your specific goals in mind. While no one can guarantee results, careful investment selection does matter. We strive to understand the complex details of every investment we recommend from expense ratios to philosophy to past performance.
Some advisors have limited access to only those products their company offers or they may have an incentive to use one product over another. We have the licenses and qualifications to offer a broad range of investments and are committed to only offering strategies that are suitable to your unique situation.
Our mission at Vector is to help business owners and executives, retirees, divorcees and people managing inheritances make smarter financial decisions by finding the right investment and insurance solutions for their unique situations. Every strategy we recommend is well researched and objective. We bring extensive experience as well as some of the finest industry tools and technology available to the task of guiding clients and friends to improved financial outcomes.
Areas We Serve
30 miles northeast of Downtown San Diego, California
The site of California State University San Marcos
In the northern hills of the city of San Diego, California
Near the communities of Sabre Springs, Scripps Ranch, Rancho Peñasquitos, and Ramona
Just east of the Santa Fe Valley in the North County Inland area of San Diego
Near Encinitas, Solana Beach and Del Mar within the San Diego metropolitan area
From the Blog
Retirement Savings Plans for Small Business Owners: Where to Start?
by David Wils, CFP® March 27, 2018
Saving for retirement can be challenging in the best of conditions. Throw in the fact that you are a small business owner, though, and the challenges get can downright intimidating. Not only are you saving for your own retirement without the cushy benefits of a company run 401(k), but you’re often in charge of providing […]
Per Stirpes Per Capita : What Happens When Your Beneficiaries Pass Before You Do?
by David Wils, CFP® March 6, 2018
Per Stirpes Per Capita : What Happens When Your Beneficiaries Pass Before You Do? A lot of people think that if they take care to name beneficiaries in their trust, will, and accounts, then they’ve covered their bases when it comes to estate planning. They think they’ve made all the decisions they need to […]
The New Fiduciary Rule: A Good Thing. Mostly.
by David Wils, CFP® February 6, 2018
If you’re an investor, you’re probably aware that there are big changes taking place in the financial industry. Chances are, you’ve heard of something called the new DOL fiduciary rule being phased in over the next few years. You might even know that it changes the way financial firms and advisors manage money in retirement […]