Vision Retirement

Retirement planning has grown more complex over the years, and we understand how overwhelming it can be to navigate this intricate landscape. Our mission is to simplify your journey towards a comfortable and stress-free retirement. We believe that the American Dream is still attainable, although it requires thorough planning and dedicated effort. In these challenging times, with the absence of pensions, rising expenses, and a multitude of investment choices, we strive to help you achieve your financial goals.

Our company was founded on the principle that clients deserve advice centered on their best interests rather than the financial advisor's bottom line. As fee-only fiduciaries, our financial advisors prioritize your needs and provide conflict-free advice. We take pride in our dedication to excellence, objectivity, and professionalism.

Our Team

Our knowledgeable and experienced team of financial advisors consists of Certified Financial Planners (CFPs) who are committed to upholding the highest industry standards for ethics and competence. Our financial advisors are equipped with a comprehensive understanding of financial planning strategies, including investment management, tax planning, estate planning, and risk management. They work closely with you to make informed decisions, coordinate with your other financial professionals such as attorneys and accountants, and help you build long-term wealth.

VisionGives Disclosures Partnerships

We foster strategic partnerships and involvement with many organizations and associations in the financial planning industry, such as The National Association of Personal Financial Advisors (NAPFA), The Financial Planning Association (FPA), XY Planning Network, and The Alliance of Comprehensive Planners. These partnerships enable us to stay at the forefront of the latest industry trends and best practices, allowing us to provide the most relevant and accurate advice to you.

Our Services

As a client-focused firm, we offer a diverse range of services tailored to your individual needs and circumstances. Our subscription-based model allows you to work with a CFP professional, regardless of your age or assets. Our service offerings include:

• Advice: $69 per month provides access to ongoing financial and investment advice
• "Am I On Track?": Receive a customized evaluation of your retirement progress and receive actionable steps to get back on course
• Investing: Multiple options to fit your unique needs
• Tax Preparation: Complimentary income tax return preparation through our sister company, Advisor Tax Prep
• Additional Options: A range of solutions to explore as a supplement or as your primary service

With our flexible engagement options, there are no minimum investment requirements or net worth prerequisites to become a client. We genuinely believe that everyone deserves competent and conflict-free advice, and our services reflect our commitment.

How We Help Simplify Your Retirement Journey

At our core, we are dedicated to helping you achieve your financial goals through thoughtful, evidence-based financial planning strategies and advice. Here's what you can expect when working with us:

• Fiduciary standard of care: Our unwavering commitment to putting your interests first
• The Vision experience: Our cutting-edge technology and support from an in-house team of professionals ensure our advisors have the resources they need to deliver exceptional advice
• Integrated approach: We coordinate with your other financial professionals to help streamline your financial life
• Collaboration with a dedicated CFP professional: You will receive the benefit of robust expertise and top credentials from your dedicated financial advisor
• A variety of engagement options: We accommodate all stages of life with flexible engagement and pricing