Our Clients
Who We Serve
At Vector Financial Solutions, we tailor our financial services to meet the diverse needs of individuals, retirees, business owners, and professionals. We understand that each client has unique goals and challenges, so we provide customized financial strategies, from retirement planning to wealth management. Whether you’re planning for the future, managing investments, or navigating life transitions, our goal is to offer personalized guidance to help you achieve financial security and peace of mind.
Tailored Financial Solutions for You
Our financial strategies are designed to meet the unique needs of each individual, from business owners to retirees.
Retirees
We work with retirees to help them preserve assets and generate income. Retirees have spent a lifetime accumulating assets. We help ensure their money is working efficiently and without undue risk.
Business Owners
We establish and maintain retirement plans in conjunction with outside plan administrators and experts. When acting as a fiduciary we provide plan governance and communicate ERISA requirements.
Technology and Construction Executives
Executives at Technology companies who may own stock options, restricted stock, deferred compensation and company retirement plans may need guidance and direction with their investments.
Divorcees
Couples often delegate responsibilities and the newly divorced may find that they’re now responsible for financial matters they’ve never had to deal with in the past. We provide guidance and help dividing assets and retirement accounts.
Inheritance
Trustees and executors of estates and those who inherit funds may now find that they’re newly entrusted with taking care of investments in a responsible way. We help develop a plan for your inheritance and can help with distributions to heirs as necessary.
