Do you have lingering doubts or fears about retirement funding college tuition for your kids, or smart investing for the future? Does your current financial advisor ask questions and listen deeply? Does he or she offer life planning advice - or simply report on investment performance? Debra K. Herrington, CPA, PFS, CFP founded Vision Financial Services over a decade ago with one clear goal for her clients.
Instead of simply reporting financial standings to clients, she wanted to help them clarify a vision for their life - then help her clients achieve that vision. A seasoned financial advisor, Debra will lead you through her highly personalized 2-step process. First, she will team with you to discover and discuss the many options that are available to you.
Instead of simply reporting financial standings to clients, she wanted to help them clarify a vision for their life - then help her clients achieve that vision. A seasoned financial advisor, Debra will lead you through her highly personalized 2-step process. First, she will team with you to discover and discuss the many options that are available to you.
Services
Vision Financial Services, LLC was borne out of a vision to educate and inspire people to obtain their lifelong dreams. Financial advisor Debra K. Herrington, owner and founder of Vision Financial Services, focuses on your future and leads you there with clear, easily understood explanations of the financial products and services she offers.
As our client, you can expect the highest standards of integrity and professionalism. To understand your financial situation, we ask questions and listen deeply. We truly care about your family's financial security - today, tomorrow and beyond - and we take our fiduciary responsibility seriously. This means you receive clear, appropriate guidance and advice as you pursue your goals.
Juggling the need to continue actively saving for retirement while considering purchases of life-long dreams such as cabin, motor home, boat, or expensive vacation. You have a set amount of income coming into your household, yet you want to fund diverse (and expensive) goals. You need help clarifying your choices and making the best decisions possible.
Avantax Wealth Management was founded on the belief that a comprehensive, tax-smart approach can address the client's goals of minimizing taxes, maximizing wealth, increasing cash flow and enabling better long-term financial outcomes.
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Avantax Wealth Management provides advisors with tools, processes and platforms to accurately and efficiently combine tax focused decisions and wealth management strategies to help optimize a client's financial success.Founded by a CPA in 1983, Avantax Wealth ManagementSM is now the largest tax-focused wealth management company, with almost 4,000 independent financial professionals entrusted with more than $83 billion in client assets.*
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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