Lan has built her career by helping individuals, couples, independent women, and families pursue their dreams and make meaningful financial decisions that are true to their values. Vision Financial Planning is her newest venture. Lan worked as a financial advisor at Edward Jones for nearly 10 years prior to founding Vision Financial Planning in 2017.
She can now offer even more transparency and options to you as a client to best meet your financial needs and goals. As always, she'll spend her time understanding what you are working toward before helping you to invest your money. Partnering with you, your CPA, attorney, and other professionals, Lan takes a holistic approach to develop and implement thorough, thoughtful, and practical financial plans.
She can now offer even more transparency and options to you as a client to best meet your financial needs and goals. As always, she'll spend her time understanding what you are working toward before helping you to invest your money. Partnering with you, your CPA, attorney, and other professionals, Lan takes a holistic approach to develop and implement thorough, thoughtful, and practical financial plans.
Services
At Vision Financial Planning, we want to help you meet your financial goals using all of the tools available. Together, we'll go through the process of reviewing your current situation, wherever you are starting, and identifying the goals you have in the near and longer term.
As an independent CERTIFIED FINANCIAL PLANNER professional, Lan Shaw and her team can help you choose from a full range of financial instruments designed to grow and protect you and your loved ones through the stages of your lifecycle.We'll help you create the financial plan to help achieve your goals.
As an independent CERTIFIED FINANCIAL PLANNER professional, Lan Shaw and her team can help you choose from a full range of financial instruments designed to grow and protect you and your loved ones through the stages of your lifecycle.We'll help you create the financial plan to help achieve your goals.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. At Vision Financial Planning, Lan Shaw, CFP (R) and her team spend the time listening to you so that they can recommend the right options that will help meet your personalized financial goals.
At Vision Financial Planning, we work with our clients to help them protect themselves and their loved ones with effective risk management. As a CFP(R), Lan Shaw, with her team, will review you and your family's needs to help identify appropriate insurance options throughout your lifecycle.
For some clients, the best fit might be term insurance, for others a whole life policy, and for many a long-term care policy is an important part of their overall retirement planning.We have access to a full range of insurance and annuity options to help you manage financial and other risks as described below.
For some clients, the best fit might be term insurance, for others a whole life policy, and for many a long-term care policy is an important part of their overall retirement planning.We have access to a full range of insurance and annuity options to help you manage financial and other risks as described below.
Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. Although decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved. At Vision Financial Planning, we know that a major goal for clients like you is to minimize federal income tax liability.
Business planning focuses on issues specific to business owners and shareholders. For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact on the economic security of their families. Without proper planning, you may have difficulty tapping the value of your business to support your retirement, or your family may lose the value of your business at your death.
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