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, at a morning huddle in our office, I became aware of the fact that 20% of people have lost a significant relationship due to politics. That’s a lot of relationships. I am not a smart man but over the years I have learned, through experience, that...read more
How I spent my most recent birthday. This was an ideal day for me. Ideal because I was able to include so many of the things I truly enjoy with some of the people I love the most. I woke up on glorious Mackinac Island (this is no surprise because I went to bed there...read more
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