Retirees

If we do our job well, we will achieve our most important objective, which is to help you get today right. No matter your previous career, it is challenging to transition from a "saving" to a "spending" mentality during retirement. We can assist you in making this transition and empower you to enjoy the life you have worked so hard to achieve.

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Physicians

Like no other vocation, being a physician requires an air of confidence that your patients can sense and may have an impact on their health outcomes. Similarly, your relationship with a wealth manager revolves around the confidence you have regarding your financial life.

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Corporate Professionals

No other responsibility do we take more seriously than maintaining the trusting relationship with our clients and we are committed to building this relationship. 

 

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Education Professionals

Oftentimes some of the finest retirement benefits available to Americans today are in the field of education.

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Fire Dept Relief Associations

In our work with fire department relief associations, we believe it is crucial to have a dynamic process in place to optimize asset allocation while making sure that the relief associations' obligations can be met.

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Real Estate Investors

Many investors who have created a seven-figure net worth have done so through the purchase and/or management of real estate. At Vector, we understand this unique group, and we have developed an application that allows real estate investors to incorporate individual complexities of each of their assets,and combine the results for an overall net worth

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Business Owners

Whatever skillsets make you successful in your business, applying those skills successfully comes from having a comprehensive understanding of all of the variables, examining each possible scenario, and making reasonable decisions.

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Entrepreneurs

In an article written about entrepreneurism, Tom Fee defines the entrepreneurial mindset in broad terms as: "Looking for gaps in the current offerings of products and services and developing a way to do it better." 

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Complex Situations

When you strive for excellence in managing complex situations you make yourself better in all situations.

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