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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

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

 

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Building Your Legacy

A four-step framework for building a personal legacy.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Rightsizing for Retirement

What does your home really cost?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Power of Compound Interest

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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