TRUSTED WEALTH MANAGEMENT FIRM
Welcome to Financial Vision, LLC, a Connecticut-based Wealth Management Firm. We understand that individuals face daunting and unique challenges as they plan for their financial future.
We can help you today to take the mystery out of preparing for tomorrow. Whether your goals are pre- or post- retirement, tax reduction strategies, investment solutions, estate planning or college savings, our personalized service focuses on your financial goals and objectives by providing proactive personal service.
With years of experience in financial services, our team of experts can help you identify your goals -- and challenges -- in order to attain a productive future. We look forward to working with you throughout all the stages of your life.Contact Us
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
Our retirement program gives you a readiness roadmap to embark on a successful retirement.Learn More
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
You’ve made investments your whole life. Work with us to help make the most of them.
What is your plan for health care during retirement?
A special needs trust helps care for a special needs child when you’re gone.
There’s an alarming difference between perception and reality for current and future retirees.