At Vision Wealth Management we work to connect your money with your purpose through financial choices in alignment with what you value most in life. We provide Financial Vision that gives stratagies and answers questions about:
Proceeds from the Sale of a Business, Real Estate or Inheritance - A large sum of money can be a big responsibility. Together we develop a detailed plan for your goals to
help preserve wealth, create a legacy, provide income and keep ahead of inflation. Retirement Plan Services - We work with businesses to establish retirement plans such as 401K Plans and Simple IRA’s. If you are contributing to a retirement plan we will help you determine your maximum contribution and review asset classes that may best meet your retirement goals. If you are approaching retirement or have had an employment change we assist with IRA Rollover Services. IRA’s, Roth IRA’s and IRA Rollover Services - We can establish your IRA’s and review the IRA contribution limits. We also work with you to keep your beneficiary/ies up to date. At age 70 ½ IRA owners are required to take “Required Minimums Distributions”. We will work with you to take the correct distribution at the right time. Education Planning - All parent’s want their children to have a bright future. We can help our clients develop a budget and investment strategy to prepare for college and education costs. Estate Planning - We help our clients clarify and take the next steps with estate planning through introductions to outside professionals for tax advice and estate planning.* It’s never too early or too late to start your estate planning. Social Security - We can help our clients evaluate strategies for maximizing lifetime benefits & coordinating spousal benefits. Investment Management - We create customized portfolios focused on investments believed to be in a long term up trend based on price and relative strength. VWM utilizes the independent research of LPL Financial, the nation's largest independent broker-dealer (based on total revenue, Financial Planning magazine, June 1996-2021), a top RIA custodian**, along with our own proactive approach based on technical analysis and strong economic sectors. We discuss and apply the investment philosophy you feel most comfortable with. We meet with you on your schedule to review your investments and the role they play in your objectives and goals. Long Term Care - When it comes to long term care planning; we help our clients find a policy that will best fit their needs and secure asset protection. Financial planning - Are you wondering if you can retire? Or the steps you need to take to retire with the income you desire? Concerned about your children or grandchildren’s education? Worried about out living your assets? Our goal is provide answers to your financial questions and concerns. This is done in by creating a unique “Financial Blueprint”. We update your plan on a regular basis to stay current with you and your life.
“Success demands singleness of purpose.” ― Vince Lombardi
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC www.finra.org www.sipc.org
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, and legal services. These entities and their services are not affiliated with LPL Financial and Vision Wealth Management.
**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
