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
You may already know that I have an eclectic taste in music, as I have mentioned being a fan of Nat King Cole, Aaron Copland, and Beethoven. I bet you had no idea that I was a Joni Mitchell fan. I didn’t grow up as a fan, I never owned one of her albums, and I never...read more
I’m exhausted. Are you? We seem to wait forever for summer weather so we can really enjoy what it means to live here in Northern Michigan (this year, we seemed to wait a bit too long). Once summer is upon us, we tend to pack everything into our days that we dreamed...read more
What would you do with an extra hour? I know that’s a silly question, because there is no such thing as an extra hour (except for that glorious extra hour when we turn our clocks back in the fall). What I am asking is; if you had a portion of your day that was...read more