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
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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Bonds may outperform stocks one year only to have stocks rebound the next.
Here are five facts about Social Security that are important to keep in mind.
This worksheet can help you estimate the costs of a four-year college program.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How does your ideal retirement differ from reality, and what can we do to better align the two?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.