We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a road map for your financial journey. By relying on the expertise of our team, we’ll help you take a conservative approach to growing and preserving your wealth.
We offer more than 25 years of financial planning experience, and in fact, our team has a combined 114-plus years of experience working in finance and insurance-related fields. With clients from California to Florida and to our home base in Seymour, Indiana, we deliver an in-depth knowledge and strategic understanding of today's changing economic environment.
We work hard to not only stay on top of each client's individual financial needs, but also to keep-up with trends in the market place. By routinely participating in industry meetings, conferences and workshops we continue to expand our abilities in ways that can ultimately benefit our clients.
Just as a well-planned itinerary is the basis for a relaxed and enjoyable trip, sound financial advice can bring you confidence for the lifelong financial journey ahead. But before we can make recommendations that make sense for you, we believe it's important to find out just who you are. What are your goals and expectations? Your fears and concerns? What makes you unique, and how might it affect your financial situation?
It's only by learning what's important to you that we can develop the strategies and techniques to guide you toward your goals. At Vision Financial Group, we believe this is the foundation for truly effective financial planning and investment management services.
You're busy. That's a given. We understand what it takes to balance career, family, and community obligations along with the many other activities and responsibilities of today's hectic lifestyles. Many of our clients come to us because, while they have the knowledge and the desire, they simply do not have the time to handle their own financial planning or manage their portfolio. Our advisory services are designed to put a sound, personalized plan into place for you efficiently and effectively...so you can get on with enjoying your life.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.