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Vellum is led by what matters to advisors and so is our blog. Members of our team share their thoughts on the topics that pique their interest. Oct 14, 2014. 3 Tips for Switching Firms. Most advisors are hesitant about switching firms because of what they think it could do to their client base. The […]. Oct 13, 2014. The Hardest Thing about Being Independent. Becoming an independent advisor can allow for much more freedom and profitability, but what else does it put on your […]. Oct 10, 2014. Independenc...

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Vellum is led by what matters to advisors and so is our blog. Members of our team share their thoughts on the topics that pique their interest. Oct 14, 2014. 3 Tips for Switching Firms. Most advisors are hesitant about switching firms because of what they think it could do to their client base. The […]. Oct 13, 2014. The Hardest Thing about Being Independent. Becoming an independent advisor can allow for much more freedom and profitability, but what else does it put on your […]. Oct 10, 2014. Independenc...

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1 independent culture

2 transition to vellum

3 our commitment

4 the advisormade blog

5 our design

6 growth opportunities

7 daily support

8 investment options

9 fee disclosure

10 latest technology

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independent culture,transition to vellum,our commitment,the advisormade blog,our design,growth opportunities,daily support,investment options,fee disclosure,latest technology,transparency and,our origin story,see the video,a unique work,environment,free

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Vellum Financial | joinvellum.com Reviews

https://joinvellum.com

Vellum is led by what matters to advisors and so is our blog. Members of our team share their thoughts on the topics that pique their interest. Oct 14, 2014. 3 Tips for Switching Firms. Most advisors are hesitant about switching firms because of what they think it could do to their client base. The […]. Oct 13, 2014. The Hardest Thing about Being Independent. Becoming an independent advisor can allow for much more freedom and profitability, but what else does it put on your […]. Oct 10, 2014. Independenc...

INTERNAL PAGES

joinvellum.com

1

Vellum Financial > Independent Culture > Video Archive

http://www.joinvellum.com/video_archive.php?video=1

Top Reasons to Join. Initial Meet and Greet. Ongoing Back Office Support. Our Take on Wealth. Our leaders speak on what matters to advisors and what makes Vellum Financial different. Transparency and our origin story. A Unique Work Environment. Top Reasons to Join Vellum. Vellum is led by what matters to advisors and so is our blog. Members of our team share their thoughts on the topics that pique their interest. Oct 14, 2014. 3 Tips for Switching Firms. Oct 13, 2014. Oct 10, 2014. Top Reasons to Join.

2

Vellum Financial > Transition to Vellum > Big Picture Tour

http://www.joinvellum.com/big_picture_tour.php

Top Reasons to Join. Initial Meet and Greet. Ongoing Back Office Support. We give you a bird's-eye-view of our firm, its methods, structures, values, and key members. We help you get acquainted with everyone in the firm and get accustomed to the culture that thrives here. Professional network and available resources. Clear values and simple structure. Bird's-eye-view of the firm. Immersion into the culture and environment. Top Reasons to Join Vellum. Oct 14, 2014. 3 Tips for Switching Firms. Oct 13, 2014.

3

Vellum Financial

http://www.joinvellum.com/index.php

Vellum is led by what matters to advisors and so is our blog. Members of our team share their thoughts on the topics that pique their interest. Oct 14, 2014. 3 Tips for Switching Firms. Most advisors are hesitant about switching firms because of what they think it could do to their client base. The […]. Oct 13, 2014. The Hardest Thing about Being Independent. Becoming an independent advisor can allow for much more freedom and profitability, but what else does it put on your […]. Oct 10, 2014. Independenc...

4

Vellum Financial > Our Commitment > Coming to Vellum

http://www.joinvellum.com/coming_to_vellum.php

Top Reasons to Join. Initial Meet and Greet. Ongoing Back Office Support. Opportunity is Here for the Taking. Many advisors who join Vellum have the experience, track record, and vision to consider independence as the logical next step. It doesn't take long to realize that the added responsibilities of running an independent practice can be as restrictive as your current firm or broker/dealer. Practiced steps and support through the AdvisorMade Transition Process. Top Reasons to Join Vellum. Oct 14, 2014.

5

The Hardest Thing about Being Independent « The AdvisorMade Blog

http://www.joinvellum.com/blog?p=30

The Hardest Thing about Being Independent. October 13, 2014. Becoming an independent advisor can allow for much more freedom and profitability, but what else does it put on your shoulders? That’s why it’s important to have a turnkey system in place, or to work with a broker/dealer that can provide you the freedom you want, while taking the responsibility of billing and trading off of your shoulders. Laquo; Spend Time or Make Money. 3 Tips for Switching Firms. Oct 10, 2014. Spend Time or Make Money.

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vellumfinancial.com

Vellum Financial > Our Services > Our Promise

http://www.vellumfinancial.com/our_promise.php

Daniel J. Rohr. Sean M. Newsom. POI Risk Tolerance Assessment. Our Point of Investing Promise. Your Point of Investing gives us direction, but it also creates a personal significance around the services we provide for you. We know that quality service is about more than words, so when we do make a promise, it's about something that we can and will accomplish, because it is an integral part of how we are built and how we do things. Our Approach to Your Wealth. Smoothing the Retirement Transition. Markets ...

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Vellum Financial > Our Services > Retirement Planning

http://www.vellumfinancial.com/retirement_planning.php

Daniel J. Rohr. Sean M. Newsom. POI Risk Tolerance Assessment. If your retirement is front-of-mind, get advice that's built for you. Our simple, transparent structure allows us to devote our time, resources, and expertise to your retirement. Our advice is not only completely personalized and objective, but also derived from our focus and expertise in retirement finance. Clear, written retirement income plans, the key to sustainable retirement finance. Our Approach to Your Wealth. Feb 3, 2015. Jan 26, 2015.

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Vellum Financial > Our Services > Financial Planning

http://www.vellumfinancial.com/financial_planning.php

Daniel J. Rohr. Sean M. Newsom. POI Risk Tolerance Assessment. Transparency on our side,. As an independent firm there's nothing to complicate our interests or crowd our work day. That leaves us free to craft a plan that works for you and remain diligent in monitoring it. Our financial planning service entails:. Customized, written plans developed through one-to-one counsel. Hands-on development and monitoring with clear communication. Our Approach to Your Wealth. Smoothing the Retirement Transition.

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What Are These Central Banks Doing? « The Vellum Points of Interest

http://vellumfinancial.com/blog?p=89

What Are These Central Banks Doing? January 26, 2015. Markets ended the week in the black for the first time in 2015 on the back of major moves by multiple central banks. For the week, the S&P 500 gained 1.60%, the Dow grew 0.92%, and the Nasdaq added 2.66%.[1]. Markets reacted positively to the news that central banks are making an effort to boost the global economy, helping the major indexes post gains for the first time this year. However, the news last week wasn’t all good. Http:/ www.bloomberg&#...

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Vellum Financial > About Us > Resources

http://www.vellumfinancial.com/resources.php

Daniel J. Rohr. Sean M. Newsom. POI Risk Tolerance Assessment. The pursuit of education is an endless - and endlessly valuable - pursuit. Here are just a few of our insights and items of research for your reference. Click on the links below to download current and previous issues. Download Current Issue (August 2014). What changes would you like to start seeing in your wealth? Is there anything in particular you want to accomplish before you retire? Our Approach to Your Wealth. Feb 3, 2015. Jan 26, 2015.

vellumfinancial.com

Vellum Financial

http://www.vellumfinancial.com/index.php

The Vellum Points of Interest. See through to the need-to-know news, analysis and advice in the world of finance. Our experienced advisors offer their perspectives. Feb 3, 2015. Are Your Estate Documents In Order? As financial professionals, it’s part of our commitment to you to help guide you in your financial affairs. One area […]. Jan 26, 2015. What Are These Central Banks Doing? Markets ended the week in the black for the first time in 2015 on the back of major moves by […]. Jan 5, 2015. A business i...

vellumfinancial.com

Vellum Financial > Who We Serve > Pre-Retirees

http://www.vellumfinancial.com/pre_retirees.php

Daniel J. Rohr. Sean M. Newsom. POI Risk Tolerance Assessment. Retirement is one of the biggest transitions you will experience, and there is already too much chaos around it, without adding in all the noise and biased advice that flood the industry. We believe simplicity is the key to ordering chaos, smoothing transitions and dissolving stress along the way - and that's exactly what our simple, transparent structure allows us to do. Our Approach to Your Wealth. Smoothing the Retirement Transition. Marke...

vellumfinancial.com

Vellum Financial > About Us > The VellumMade Process

http://www.vellumfinancial.com/the_vellummade_process.php

Daniel J. Rohr. Sean M. Newsom. POI Risk Tolerance Assessment. Like our firm, we built our process to be transparent and simple. The VellumMade Process is designed to cut out all the complexity of financial planning, so what you're left with is a higher quality service and clear guidance. In our initial meetings, we review your current assets and future goals in order to get a comprehensive picture of your wealth. STEP3 Designing your Future. STEP4 Documentation and Finalization. See through to the need-...

vellumfinancial.com

Are Your Estate Documents In Order? « The Vellum Points of Interest

http://vellumfinancial.com/blog?p=91

Are Your Estate Documents In Order? February 3, 2015. As financial professionals, it’s part of our commitment to you to help guide you in your financial affairs. One area that is particularly critical to get right is estate preparation as it can protect your interests and your loved ones from the unexpected. Proper estate preparation is an act of love and responsibility to those you care about. Estate Preparation Questions You Should Consider. Do you have an updated Will? It helps minimize the taxes, exp...

vellumfinancial.com

Vellum Financial > Our Services > Portfolio Management

http://www.vellumfinancial.com/portfolio_management.php

Daniel J. Rohr. Sean M. Newsom. POI Risk Tolerance Assessment. Our core investment management approach is active, disciplined and hands on in contrast to buy and hold investment philosophies. This includes the following:. High touch and high tech strategies such as Tactical Investment Management. Systematic review and reporting so that you can stay up-to-date. Programs and systems to keep monitoring and risk mitigation on track. Defining and following your Point-of-Investing. Our Approach to Your Wealth.

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Vellum is led by what matters to advisors and so is our blog. Members of our team share their thoughts on the topics that pique their interest. Oct 14, 2014. 3 Tips for Switching Firms. Most advisors are hesitant about switching firms because of what they think it could do to their client base. The […]. Oct 13, 2014. The Hardest Thing about Being Independent. Becoming an independent advisor can allow for much more freedom and profitability, but what else does it put on your […]. Oct 10, 2014. Independenc...

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