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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.

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EXPERIENCE

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

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RETIREMENT

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

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WOMEN’S PERSPECTIVE

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

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Helpful Content

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.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

 

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Can I Refinance My Mortgage?

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

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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