Who We Serve | Wealth Services | Vision Financial Planning


You’re skilled and highly competent at what you do. In your career, you excelling in your field and achieving milestones along the way. Perhaps you’ve accumulated a fairly significant investment portfolio, were recently married (or divorced), had kids, have equity compensation, or want to ensure you’re approaching your finances in the most tax-optimal manner.

You recognize that you need guidance and clarity in your financial life because you want to achieve financial independence and ensure that work is optional, not mandatory. You care deeply about living a life that is full of meaning, and rich in memorable experiences. 

Together, we will uncover what is most important to you and the role money plays in that picture. Do you wish to retire early? Start a business? Or, travel the world? Whatever your goals may be, we can help you get there. Now is the time to make sure you get a crystal clear vision about what you really want out of life.

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Welcome to your critical savings years. Typically within five years of your retirement, this is the time to begin identifying strategies for the distribution phase of your life. It’s a time in your life when your risk metric begins to shift. You’ve saved, you’ve invested, you have taken on reasonable risk to grow your assets, and now, it’s time to protect what you have worked so hard for.

You may be looking for answers to specific questions. What will retirement look like? Are we spending too much? What if we’re not saving enough? How frequently should we be saving? Could we run out of money in retirement? Are we investing in the right places? How much will we need in retirement? Will our employer pension plan cover us through retirement?

Approaching retirement can be overwhelming, but we’ll work with you to create a retirement plan that addresses every one of your concerns well before you stop working and begin paying yourself. When we’re done, you’ll not only know what you need (income) to fund your retirement lifestyle, and what your investments will generate, but you’ll also know how to bridge the shortfall – if any.

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Who We Serve | Wealth Services | Vision Financial Planning


Who We Serve | Wealth Services | Vision Financial Planning


Well into your retirement years, you’re enjoying the simpler things in life. You are now living entirely off your investments, you have a sound distribution plan so you don’t worry about where your income is coming from or about how to maintain the lifestyle you are accustomed to. Instead, you’re focused on the next generation.

You may have questions about how to pass money down in a tax-efficient way, how to simplify your estate for your beneficiaries, and how to have your wishes last another lifetime. You may want to contribute to charities that are important to you, or you may want to set up your own foundation. Whatever your wishes, we can help you see that they become a reality.

As we all know too well, you can’t take your money with you when you go. But with sound financial planning, assisted by a trusted advisor, you can leave a legacy of wealth and wealth creation for your family and loved ones. In other words, it’s time to drop some pine cones and cultivate a new generation of growth and prosperity. 

Contact us today