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Insurance - Vector Planning

Erik Carter

Vector Planning

Occupation: Financial Advisor
Company: Vector Planning
Location: San Diego, CA.
Website: www.vectorplanning.com
Recommended by: 1 Member(s)
Views: 1355
Last Updated: Nov 2, 2009 12:00am

About Me:
Vector Planning will offer a new and innovative approach to personal financial planning. We will:

1) Begin by taking the time to understand your unique situation and individual goals.

2) Apply the latest in economic research and technology to design a plan customized to meet your specific needs.

3) Not accept any form of compensation that could result from our recommendations such as commissions or asset management fees. This will allow us to avoid conflicts of interest and give us the widest possible latitude in recommending products and services from a variety of sources that are best suited to implement your plan.

4) Provide online access to a comprehensive and consolidated view of your entire financial picture. This combines the benefits of a "best of breed" approach with the convenience of a "one stop shop."

5) Build a long term relationship with you so we can continue to monitor and adjust your plan as your goals and circumstances change.

Stay tuned for the launch...

Place of Business Hours of Operation
Vector Planning

San Diego, CA 92110



Recommends
Currently No Recommendations
Monday: 8am - 9pm
Tuesday: 8am - 9pm
Wednesday: 8am - 9pm
Thursday: 8am - 9pm
Friday: 8am - 9pm
Saturday: 8am - 9pm
Sunday: 8am - 9pm

Contact Information

Phone: 877-332-2259
 

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