What We Do
Services
At Vector Financial Solutions, we offer a comprehensive range of financial services designed to help you achieve your long-term goals. From wealth management and retirement planning to tax-efficient investment strategies and estate planning, our personalized approach ensures that your financial needs are met with tailored solutions. We’re here to guide you through every step of your financial journey, providing expert advice and support to secure your future.
Wealth Management
Fee-Based Money Management
ETFs (Exchange Traded Funds)
Mutual Funds
Closed- End Funds
Stocks & Bonds
Municipal Bonds
Portfolio Analysis
Retirement Planning
401(k)
Profit Sharing
SEP, Simple IRA
Self-Directed IRA’s
Lump Sum Retirement Distributions
Retirement Income Analysis
Estate Planning*
Evaluating Your Need for a Trust
Life Insurance
Donor-advised funds
Stretch beneficiary designations
Strategies to spread beneficiary distributions over time rather than lump sum