Personal Planning Profile
Our Personal Planning Profile helps organize information for our planning sessions. The form asks about your personal financial goals, retirement considerations, insurance situation, current income and expenses, and personal balance sheet. Complete the form online and email it to us or print it and bring it with you to our next meeting.
Vector Website Authorization
Our secure website can provide you with daily account information and quarterly statements electronically, as well as provide research and market insight on your investments from leading third-party providers.
In addition, see your current holdings -- including allocations, transactions, and tax-related information at any time -- and opt to save time and eliminate paper by accessing your statements online. You can also have breaking news about equity information and market events delivered to you via e-mail, use the "My Folder" online vault for secure electronic storage for information such as wills and trusts, and view all your accounts in a single location, even those not held with Vector.