Who We Serve Overview

Who We Serve


All of the clients we serve have a desire to establish a long-term personal relationship with a trusted professional to provide objective advice to help them make informed decisions relating to their finances. They believe in using professionals such as financial planners, lawyers, or accountants to assist and advise them about such complex personal and financial issues. Most of the clients we serve lack either the time or experience to properly address their important financial issues; they prefer to delegate responsibilities and see the value in paying for professional advice and services.

Financial decisions become more complex as we age and accumulate more wealth. Our clients value their personal time and want to enhance their quality of life, which drives most of their financial decision making – especially in terms of planning for life in retirement. They are fully aware that even minor mistakes are often times irrevocable, and may cost them thousands of dollars in the end.

Every new client falls into one of four stages of retirement planning:

1. Accumulators
2. Pre-Retirement Planners
3. Early Transition Retirees
4. Seasoned Retirees

No matter where you are among these stages, Vermillion can provide effective and beneficial services for you. Take some time to browse through each of the four profiles below. Keep in mind that the issues, concerns and worries of each new client may be different, but the one thing they all have in common is the need to find a trusted advisor to whom they can turn for advice. Only a competent Certified Financial Planner® with a clear view of your entire financial situation can provide that level of advice; and that’s exactly what you can expect from our team at Vermillion Financial Advisors, Inc.


Although we are located in South Barrington, Illinois. We service clients across the United States. Regardless of your location, if you can’t visit our office, we can conduct either phone or online meetings. We will do whatever we can to accommodate you. Please don’t hesitate to request an appointment with us or give us a call based on your location.