Vermillion Financial Advisors has been providing investment management, personal financial planning, and business consulting services since 1988. We specialize in serving individuals over the age of 50, who wish to be proactive in addressing their personal finances. These individuals are often interested in planning for a secure retirement and confirming they have sufficient funds to last throughout retirement. They also want to engage the services of a professional to assist the family when a loved one passes or becomes incapacitated. Clients generally seek Vermillion Financial Adavisors' advice as the result of many common changes in life but most often as of a monetary windfall (e.g. an inheritance, sale of a family business, severance package or retirement buyout), an unexpected life event (e.g. death or change in health status of a loved one). Often it is simply because time is too limited for busy clients to properly address their financial planning needs or because personal finances have become too complex. Business owners often seek VFA advice to evaluate current employee benefits, strategic planning, or business succession.
|Firm Start Year:||1988|
|Number of Years with Current Firm:||30|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Foreign Languages Serviced:||English|
|Investment Types:||Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Bonds|
|I can meet clients in the following ways:||At my office, Via phone, Via email|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||1,000,000|
Financial Planning for Individuals
Clients of VFA typically are looking to learn how and when they can retire or if they are on pace to retire. They want to be sure their families are cared for in the event something unexpected happens. Our clients come to us help them pull together all the pieces of their financial puzzle and help them get organized to gain control of their finances.
Financial Planning for Businesses
VFA works with business owners either looking to create a retirement plan for your business by helping you identify the most appropriate type of plan for your business. If a plan exists, VFA offers a second opinion that looks at your current plan to make sure it is meeting your stated goals. The Vermillion maintenance program keeps your advisor actively involved with your plan by continuously monitoring investment performance and recommending alternatives when existing investments are underperforming their peers.
Financial Advice & Consulting
Since 1988, VFA has been committed to providing both personal and business financial planning services for people who sincerely desire to improve their finances. As financial planning and investment services become increasingly complex, we can offer you sound advice to help you find the critical solutions you need for the financial issues you face. We will always take into account all aspects of your finances, including risk, taxes, personal values and current position in life, as we strive to help you achieve your long-term goals. Vermillion prides itself on providing trusted financial planning and investment services and consultation to high net worth individuals through objective analytical research and consistent investment processes, which we continuously improve and expand.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||1:00 PM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Arlington Heights||Buffalo Grove|
|Crystal Lake||Des Plaines|
|Lake Zurich||Mount Prospect|
|Wood Dale||North Barrington|