Vermillion Financial Advisors

About

At Vermillion Financial Advisors, we specialize in helping our clients accumulate, grow, and preserve their wealth.

Committed to providing personal & business planning services for those who sincerely desire to improve their finances.

Story

Vermillion Financial Advisors (VFA) specializes in serving clients ages fifty and above who are concerned with the transition into and throughout retirement. VFA limit the number of clients each advisors services at one time. This allows VFA advisors to be sure that they can properly serve the needs of those clients who choose to work with VFA.
VFA services best fits those who have come into a windfall (resulting from rolling over a retirement plan, inheritance, lawsuit settlement or sale of business) and wish to eliminate many of the conflicts of interest clients commonly found when working with other advisors who provide advice on a commission bases.

VFA does not charge commissions on investments; mark-up securities or sells clients investments that VFA holds in inventory which are common practice in many other firms. VFA works on a fully disclosed fee basis, charging for staff time, (by the hour, the project, a flat annual fee for financial planning or a percentage of assets). The choice of fee methods is determined by client preference and at the time of engagement.







Feel free to comment or share an opinion but keep in mind we are part of a regulated industry with some pretty strict rules on replying to comments and having dialogues in these types of forums so if you don’t hear from us, or we remove posts because they’re inconsistent with applicable law or our fiduciary obligation to clients – don’t take it personally, we’re just playing by the rules. We think that’s fair. Hopefully you agree.

Always remember:
1. We’ll be providing information, not advice
2. If you’re a client, we can’t accept or process instructions for any account-related transactions
3. Play nice or your posts will be removed (no profanity or defamatory, offensive, abusive or unlawful posts)
4. Share, but nothing too personal
5. Stay on topic
6. Please avoid discussions about investment advice or products or specific investments, securities or trading strategies

Any and all posts on the site are subject to regulatory review and retention by the Company pursuant to, or as may otherwise be required by, applicable law.
We hope you enjoy your time here. Remember, if you’re a client and have specific questions about your account, we cannot answer them in this forum but feel free to call us directly.

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Content posted on this page should not be considered a recommendation or personalized investment advice. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Past performance is no guarantee of future results.

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We are a registered investment adviser that may only transact business in those states in which we are registered, or in which we qualify for an exemption or exclusion from registration. Accordingly, our Facebook page should not be construed by any consumer and/or prospective client as our soliciting to effect, or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet, or in any state where we would be prohibited from providing investment advice. A copy of our current written disclosure statement discussing our business operations, services, and fees is available upon written request.

Products

• Design of Personalized and Comprehensive Financial Plans
• Investment Portfolio Design
• Retirement Planning
• Estate Planning
• Income Tax Reduction Planning
• Insurance Planning
• Major Purchase or Event Planning
• Private Office and Budgeting