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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Can Election Results Predict the Market? It May Be Time for a Financial Checkup

Welcome to Vision Wealth Management's web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

At Vision Wealth Management we help people connect their money with their purpose.  Using your main purpose as a focal point, we use a three step process that aligns financial choices with what is most important to you.

The 3 steps are:

Step 1: Clarify your Purpose & Vision of Wealth

Step 2: Develop a Wealth Plan

Step 3: Invest in Alignment with Purpose

 Why we use the Vision Wealth Plan?

Without meaningful purpose and focus, it is easy to get distracted from what is most important.  We at Vision Wealth Management. believe that a Wealth Plan helps you stay connected to your Financial Visions through sunny and stormy weather.  We work to provide you with powerful tools and guidelines to help keep you on course and avoid short term decisions that may not be in alignment with your long term goals and purpose.  




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The Cost of Procrastination

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Long-Term-Care Needs

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

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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You’ve made investments your whole life. Work with us to help make the most of them.

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