WHY CHOOSE VANSON FINANCIAL

Is you present planner or broker a fiduciary?

Are you getting the personal attention and communication you deserve from your current financial professionals?

How comfortable are you with the month-to-month variations in the value of your accounts?

Are your retirement savings currently sufficient to meet your long-term goals and needs?

Have you adequately protected yourself and your family against unforeseen future expenses?

If you cannot answer yes to all of these questions ... consider the six differences listed below which uniquely qualify us to assist you in best meeting the financial challenges you face today.

1. Our firm is fully committed to frequent personal communication with our clients and to the continuous monitoring of their investments. We have instituted limits on our future growth thereby ensuring on-going personal attention.

2. Our investment philosophy is very conservative with the primary focus on safety and the preservation of your hard-earned money.

3. We devote considerable time and effort in determining our clients' lifetime goals by really getting to know them personally. This allows us to gain an in-depth look into each client's financial situation and their desires.

4. We are dedicated exclusively to addressing individual and family financial planning and investment management issues. Our in-depth expertise is centered on those concerns most important to current and near-term retirees.

5. We are FEE ONLY Registered Investment Advisors and Financial Planners. We do not work for commissions. You hire us and pay us based on a percentage of the total value of the assets we manage for you. We feel that this is the only right way to conduct our business. Without commissions, we eliminate the often seen brokers tendency to churn their client’s accounts, making inappropriate, excessive and often costly trades. We work for you and our actions are aligned with your best interests. We only get a pay raise when we have increased your wealth.

6. And lastly, we are Fiduciaries and required by Federal and State Law to always work in our clients best interest. Unfortunately, the SEC has excused Brokers and brokerage firms from meeting this fiduciary standard. Their loyalty is to themselves and the firm they work for, not to you the client, as they do not work for you!