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
“Be the change that you wish to see in the world.” Mahatma Gandhi Unless you have been living as a hermit high upon a mountaintop you surely must have noticed the divisiveness in our country. I’m afraid this is somewhat of a common theme for me, but I feel that...read more
Life certainly has gotten easier with technology. In the last month, I have used my phone to book air travel from Traverse City, arrange for a hotel stay, make reservations for dinner and request a ride from a stranger while in Austin. I managed all of this (and...read more
It seems each year when the first snow hits the ground, we are a little surprised. Some of us may be horrified at the sight of snow covering the leaves that just blanketed the lawn only days before. I must admit, of all the seasonal transitions fall into winter may...read more