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
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Being healthy not only makes you feel good, it may also help you financially.
A collection of tips from professional travelers.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Learn when it may not make sense to file a claim on your home insurance.
A letter of instruction provides additional and more personal information regarding your estate.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.