Integrity and Intelligence with Purpose
Let us show you how a Wealth Vision Financial Plan can help you pursue your ideal financial future.
Intentional Guided Planning
We provide comprehensive services and personalized advice for every stage in your adult life.
Guided Wealth Portfolios
This platform combines the benefits of a personal financial advisor with sophisticated technology.
SmartVestor Investing Professionals
Personalized and intentional financial planning to suit the different stages of your life.
Getting StartedYou don’t have to be an expert, but having a basic, working knowledge of things like insurance, budgets, taxes, and investment options is always a good idea.
Mid-Career AdultsAt this stage in life, you have a lot of things to keep in mind such as your health, career, children, college savings, insurance, aging parents, taxes, charity work, retirement, and more. We know it’s tough, so we’re here to support you, develop a solid attack plan, and keep you focused on what’s important.
Retired or Nearly RetiredYou’ve worked hard, saved, and invested as best you could. If you raised a family, the kids are now independent adults with their own financial goals. Your focus now is that sweet spot in life when work is optional.
Recent Blog Posts
Recently we met with a gentleman (we will call him Arthur) who was looking for some help with his approaching retirement. This is not anything new to us. It is exciting for us to see a person approaching this milestone, but they may be approaching it with...read more
You may remember my blog from March 2018 A Man, A Motorcycle, and his Mission. It was a post about this crazy guy (Leon Logothetis) who made it his mission to travel around the planet on his WWII motorcycle relying entirely on the kindness of strangers. It...read more
If tonight, when you lay your head down on your pillow, you have to recall the day’s events and activities to determine which moment was your favorite, could you do it? I bet you could, and I bet you should. Our lives have become a blur of things that we...read more