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
Can I Sell My Pension? Possibly, but You Probably Shouldn’t
by David Wils, CFP® July 31, 2018
Can I Sell My Pension? Possibly, but You Probably Shouldn’t If you are the lucky owner of a pension plan that provides you with regular payments during retirement, you have probably been bombarded with ads offering you large lumps sums to “release” or “cash out” your pension. Maybe you’re even considering one of […]
Misappropriation of Trust Funds by Trustee and Other Estate Planning Situations You Should Avoid Like the Plague
by David Wils, CFP® July 24, 2018
Misappropriation of Trust Funds by Trustee and Other Estate Planning Situations You Should Avoid Like the Plague Estate planning can be complicated and it’s not unusual for disputes to arise. Sometimes, however, estate battles can get truly out of hand. The good news is that there is a lot that can be done to […]
Solo 401k Loan Interest Rate and How to Borrow from Your Solo 401k
by David Wils, CFP® May 29, 2018
Solo 401k Loan Interest Rate and How to Borrow from Your Solo 401k The solo 401k is an attractive way to save for retirement for small business owners because it’s relatively cheap and easy to set up. Most people assume, however, that it has the same pitfall as other types of retirement […]