Welcome to Vision Investment Planning Group

Client Centered

Finances can be complex and difficult to navigate - especially when your hands are full with life’s demands. You know the importance of budgets, maximizing returns, wise investments, and risk mitigation, but how do you obtain the trusted advice you need along the way? We’ll work together to help grow your assets, preserve your income and provide for your family. 

Vision Investment Planning Group is a client focused, full service independent wealth management firm. Within this website you find information about the basic concepts of financial management as well as learn more about who we are.

Please contact us directly for more information or if you wish to set up a no obligation consultation. We look forward to the opportunity to work with you.

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Our Team

Years of experience have prepared us to guide you through your life transitions.

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What is a CFP®?

We create strategies that are tailored to your needs and goals.


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Mission Statement

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Services

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Client Centered

Client Centered

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

We strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

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Featured Content

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.
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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
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