At Vision Financial Group, we believe people are weighed down by the burden of making increasingly complex financial decisions alone. We are revolutionizing the way real planning should be by coordinating your comprehensive financial needs. We are committed to coming along side you to lighten that load, giving you financial confidence and freeing you to lead the enriched life you deserve.
You can have confidence in our comprehensive planning process delivered by credentialed advisors.
You can have confidence in our comprehensive planning process delivered by credentialed advisors.
Services
We surround clients with collaborative problem solvers. We put the needs of our clients, the team, and our community above our individual desires. Introducing nearly 50 financial service professionals with an incredible amount of passion for what we do. Get to know us. We're the ones that make Vision Financial Group different.
We are different because our credentials allow us to offer a broad range of portfolio management and financial planning solutions customized for your specific needs, goals and life stage. For financial planning and portfolio management to be done adequately it has to start with an understanding of your goals as it encompasses the combination of financial/investment advice, accounting/tax services and legal/estate planning.
For those joining the workforce for the first time, we'll look at income and assets, which will likely be limited but have much potential for future growth. We work with clients to establish what it looks like to live within their means, review employee benefits, and be a resource for questions regarding managing student loans and major purchases such as cars or homes.
Why hire a CFA(R) CHARTERHOLDER to manage your wealth? Advanced investment knowledge! Achieving the CFA(R) designation requires intense study and a dedication to putting clients' needs above one's own. CFA CHARTERHOLDERS hold themselves to an uncompromising standard of ethics and are required to undertake an annual attestation of conduct.
Our core values represent who we are, stand the test of time, and enhance the client experience. We exude confidence and professionalism in our interactions and communications. We take pride in our firm and what we do. We value our public image and act accordingly to not only protect, but to enhance that image.
