For many, retirement includes contributing their time and talents to an organization in need. Learn about the importance of having an estate strategy in this helpful and informative video. The SECURE Act changed how investment vehicles are handled. We're here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.
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The only basis for a long-term, successful client/advisor relationship is ABSOLUTE mutual trust. 3. Inflation is real, currency typically loses some of its purchasing power EVERY DAY and our investments MUST be positioned to maintain purchasing power. 4. Equities (stocks) - or the partial ownership of the Quality Companies of America and the World - have been far more successful than bonds or CDs in fighting inflation over long periods.
Greg D Anderson has been a financial consultant since 1978. His greatest professional enjoyment stems from serving his clients and friends in long-term, mutually beneficial relationships. Rod Wilson has 35 years of experience helping clients navigate through the confusion and complexities they face as they plan their financial futures.
Our mission at Vision Wealth Advisors is to provide our clients with planning advice and services in an extraordinary manner. The people we serve are typically over age 50 and many own their own businesses. In addition, a large number of our clients are single, widowed or divorced women. Having grown tired of the "NOISE" in the financial world, they want wise, simple, common-sense solutions.
Greg D. Anderson has been a financial advisor since 1978. His greatest professional enjoyment stems from serving his clients and friends in long-term, mutually beneficial relationships to help work toward their financial future. Greg is able to use his experience to offer specific solutions for a client's isolated financial need or objective, or he can help a client by creating a broad, all-encompassing financial plan.
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Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites to which you are linking.
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