Vision Financial Group Services
Vision Financial Group strives to give our clients the best possible service available in the industry today.
LIFE INSURANCE/LONG TERM CARE INSURANCE
At Vision Financial Group, we pride ourselves in finding the most cost effective life insurance policies. Also, we find the best policy that match our clients goals. Life insurance can be used as a tool not only for catastrophic situations but it can also be a very important part of one’s financial situation.
We have access to most of the large highly rated insurance companies, and we can search for the best policy for you and your family. The policy will be the most cost effective for your family as well. Feel free to call for a quote.
At Vision Financial Group, we use state of the art software to establish a plan of action for financial goals such as retirement, savings goals, education planning, insurance planning, and estate planning. The financial plan is a 3 meeting process and is available for a nominal fee.
Do you have a small problem keeping track of all of your assets? Let Vision Financial help you out by creating a financial plan. This will take a comprehensive look at where you are financially (including investments, loans, debt, etc.), where you should be, and what steps are necessary to get to where you’d like to be in retirement.
BUSINESS RETIREMENT PLANS
Vision Financial Group has extensive experience with many companies. We help them with their employees’ benefits including their company retirement plan. We can help set up your 401(k) or 403(b) plan, SEP or SIMPLE IRA, or any other retirement planning investment program.
RETIREMENT INCOME PLANNING
It is very important when you decide to retire to have a plan of how, when, and where to take your income from your investments. Far too many newly retirees run into problems in their early retirement years when they take income from the wrong places or just without establishing the correct income plan. We are happy to help you make those decisions.