December is National Write a Business Plan Month. At Vision Wealth Management Inc. we can help provide Financial Vision for your business. We work to connect your money with your purposes. We focus on wealth planning which encompasses all your objectives. A Wealth Plan is a GPS designed to effectively guide you toward your goals and dreams. So whether you are just starting a business or launched your business years ago, it's important to refresh your plan annually. Not only is December an excellent time to review your business plan it's also good time to review your personal goals. This review will help you stay focused on achieving them.
At Vision Wealth Management Inc., we are also updating our business plan. With Christina White successfully passing the series 7 & 66 exam. We will be able to take on more clients this upcoming year.
If you would like to schedule a business plan review or know someone who could benefit from our services, please call the office at 800-854-0433.
"Productivity is never an accident. It is always the result of a commitment to excellence, intelligent planning, and focused effort".
-Paul J Meyer
Please click on the link below to view the latest LPL Financial Weekly Market Commentary that provides an overview of the past week's market event's and insight into upcoming market events. This weekly publication is authored by Jeffrey Kleintop, CFA, LPL Financial Chieft Market Strategist.
Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC