Financial & Investment

Services

 

Financial Planning

Financial Planning is the ongoing process to proactively address financial issues both large and small that fall within one of the seven major categories of personal finances:

Our Financial Planning Services include:

  • Retirement Planning

  • Investment Planning

  • Tax Planning

  • Estate Planning

  • Insurance Planning

  • Major Purchase & Event Planning

  • Cash Flow Monitoring




Investment Services

Vermillion Financial Advisors is a fee-for-service advisory firm. The fees we charged are our sole source of compensation. We do not receive commissions on your investment transactions, accept soft dollars, or any other type of compensation. Being a fee for service advisory firm means we have removed any conflicts of interest. Investment recommendations are based helping you achieve your investment goals.

Our Investment Services include:

  • Comprehensive review of your entire portfolio (To determine your annual investment cost, annual income, tax liability, projected rate of return, level of risk, etc.)
  • Independent research on a desired investment
  • Education on various investment vehicles you may be considering
  • Researching the tax implications of a liquidation
  • On-going monitoring of your investment portfolio


Free Consultation