Broker Check

Vector27 Financial Group - Poquoson, VA

 

 
It May Be Time for a Financial Checkup A Fruitful Retirement: Social Security Benefit

Download Our App


We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are.

Download

Our Process


Over time, many of us have purchased various financial products and services. We can help figure out what works for you.

Learn More

Get to Know Us


We help individuals, families, and businesses focus on protection and long-term wealth strategies leveraging the power of earned income in the early years.

Learn More

Calculators


An array of calculators to help in your retirement planning.

Learn More

eMoney


View a consolidated report of your assets.

Login

Bizequity


Find out how much your business is worth with this simple questionaire.

Start Survey

What We Do

How well is your financial castle constructed? Is your financial strategy integrated and coordinated to meet your life’s dreams? Whatever your dream, college funding, a secure retirement or the freedom to live life to its fullest, we have the expertise to help you address your financial needs and goals.

We utilize a “team approach” to help you address your financial needs and goals. We work closely in a networked group of professionals. Our clients often have their existing professional team, such as an attorney, accountant, banker, insurance agents, and others who advise them from time to time. Whether coordinating with their team or a team of professionals with whom we have worked closely through the years, we seek to create strategies that are designed to help ensure our client’s present and future well-being. Contact us today!

Contact Us

Helpful Content

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

7 Father’s Day Financial Hacks for Dads

From diapers to vacations to groceries, emergency trips to the doctor and more, planning for your financial future is some superhero-level stuff when it comes to family finances.

Retirement Road Trip

Discover how to build a retirement plan that guarantees income no matter how long you live.

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

View all videos arrow