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At Vision Financial Group we believe people are weighed down by the burden of making
complex financial decisions alone. We also believe people are busier than ever, and desire
simplicity.
With our professional team on your side, your financial goals evolve from a general
strategy to a fully integrated plan of action using our diverse skills in financial planning,
investment management, risk management, as well as tax and estate planning strategies.
And it all starts with Total Vision PLANNING, our value-added 4-step approach to serving
clients that includes:
At the heart of the Financial Planning cycle is our Total Vision PROCESS, a 5-step
approach to create a financial plan tailored to your unique situation, needs and goals.
Your personalized financial plan becomes the roadmap for how we’ll support you
TODAY….AND in the future.
The plan takes into consideration ALL of your accounts, no matter where they are held.
It illustrates estimated returns, inflation, income sources such as pension and social security
as well as liabilities. It also estimates income needs throughout retirement and identifies
potential insurance shortfalls.
To complete the cycle, the plan we create leads us to the appropriate strategies to help
accumulate, manage, and distribute your assets!
If you see wisdom in our comprehensive approach to financial planning, we should talk.