Broker Check
Passionate, Personal, Our Services. A Valuable Providing a Plan for

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

EXPERIENCE

Our experienced professionals have helped many people just like you pursue their financial objectives.

Learn More

RETIREMENT

Our retirement program gives you a readiness roadmap to embark on a successful retirement.

Learn More

WOMEN’S PERSPECTIVE

Let us guide and partner with you to increase your wealth planning success

Learn More

Helpful Content

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

 

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

View all articles arrow

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

View all videos arrow