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
So You Think You’re Diversified? : The Importance of Asset Allocation and Diversification
by David Wils, CFP® May 8, 2018
So You Think You’re Diversified? : The Importance of Asset Allocation and Diversification One of the first things investors learn when getting started is that they should make sure their portfolio is diversified. Popular wisdom says ensuring that your money is spread out over a variety of different sectors helps protect against […]
What is a Separate Interest QDRO?
by David Wils, CFP® May 1, 2018
What is a Separate Interest QDRO? A Qualified Domestic Relations Orders or QDRO allows retirement accounts to be divided without taxes and penalties in the case of a divorce. Most people going through a divorce know this. What they don’t know, however, is that a QDRO can be drafted in one of two […]
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 […]