Welcome to

Your Life Planners

VANSON FINANCIAL

REGISTERED INVESTMENT ADVISORS

Tel 1.631.218.2350 - Fax 1.631.218.8093

Robert A. Vanson, Pres.

WE ARE INDEPENDENT FIDUCIARY FEE BASED INVESTMENT ADVISORS AND

LIFE PLANNERS SERVING YOUNG PROFESSIONALS, HARD WORKING

MIDDLE AND UPPER INCOME INDIVIDUALS, FAMILIES IN THE

GREATER N.Y.C. - L. I., NY AREA, AND THE INTERNET

SAVY ACROSS THE NATION. WE WORK FOR YOU!

AND, WE MAKE HOUSE CALLS.

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CALL TODAY FOR A NO COST, NO OBLIGATION ‘GET ACQUAINTED’

MEETING AND BEGIN YOUR FINANCIAL PLANNING PROCESS NOW!

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WHO IS VANSON FINANCIAL

AND WHAT IS A LIFE PLANNER

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WHY CHOOSE US?

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VISIT OUR SISTER COMPANY FOR ALL YOUR INDIVIDUAL,

FAMILY & BUSINESS INSURANCE NEEDS AT

VANSON INSURANCE

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LOOKING TO ROLL OVER A 401K OR 403B PLAN?

WE MAKE IT SIMPLE AND TROUBLE FREE WHILE AVOIDING TAX COMPLICATIONS.

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Are you looking to make a charitable donation?

May we suggest you check out The Morgan Center?

They are making a difference for Preschool Age Children with Cancer.

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CONFUSED BY THE FINANCIAL ADVISOR ALPHABET SOUP?

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CHECK OUT THE POWER OF SAVING WITH A ROTH IRA

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WE USE TD AMERITRADE AS THE CUSTODIAN OF

OUR CLIENTS ACCOUNTS AND MANAGED ASSETS

TO SAVE THEM MONEY

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NOW IS THE BEST TIME TO GET YOUR OWN

FREE FAMILY NEEDS ALLOWANCE SURVEY

YOUR FIRST STEP IN FINANCIAL PLANNING. ASK FOR IT!

You must live in the NYC-LI-NJ metropolitan area.

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HOW CAN WE HELP YOU?

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OUR PRIVACY POLICY

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HANDY LINKS

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VANSON FINANCIAL is allowed to conduct business in all states

under the National De Minimis Standard.

VANSON FINANCIAL is a Registered Investment Advisor with the

New York State Department of Law.

This VANSON FINANCIAL homepage does not constitute advice, an offer to sell,

nor a solicitation of an offer to buy securities. It is for educational purposes.

VANSON INSURANCE is licensed to sell Insurance Products in NY & PA.

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MANDETORY INTERNET WEBSITE DISCLOSURE:

1. Vanson Financial only transacts business in states where it is properly registered, or excluded or exempted from registration requirements per the National De Minimis Standard per the National Securities Markets Improvement Act of 1996.

2. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by advisor), or product made referenced to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.

3. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

4. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.

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Our Professional Memberships:

FPA - The Financial Planning Association

IARFC – International Association of Registered Financial Consultants

ASN - American Society of Notaries

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YOUR INITIAL CONSULTATION IS ALWAYS FREE

AND WE ALWAYS COME TO YOU AT YOUR HOME!

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