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
My first experience with dementia was with my Romanian grandfather 30 years ago. I was especially close to him because we shared the same birth date (different years). He was 84, living in a nursing home. Joan and I would sneak garlic bologna to him because his...read more
I am not a very handy person when it comes to most mechanical problems I face around the house; much to Joan’s chagrin. Of course, I make up for this deficiency with my charm and rapier style wit. I can fix a broken toilet, replace gaskets on a faucet, handle simple...read more
I have often joked about looking forward to the day when I can yell at the kids to get off my lawn and grumble in low, unintelligible tones. To me it seems… so liberating. On a recent trip to have coffee with a business associate at a fancy pants coffee shop, I felt...read more