Marcy brings over 30 Years of experience assisting and educating people about successful retirement planning. She is passionate about working with and inspiring people to make positive, educated financial choices. She does this through teaching Retirement Planning Today® classes through the Financial Educators Network and writing a column, Invest-i-Vision, which covers a variety of financial topics. Invest-i-Vision is published in the Baker City Herald and LaGrande Observer.
In 1990, Marcy opened her own investment firm, Marcy Haines Financial Services, which has grown into Vision Wealth Management, Inc. Securities and Advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Vision Wealth Management, Inc. is located in Baker City, Oregon. She has earned several designations acknowledging her commitment to excellence:
- CERTIFIED FINANCIAL PLANNER™ professional
- LPL Registered Principal, Securities registered in AK, AZ, CA, CO, FL, HI, ID, MT, KY, NV, OH, OR, TX, WA
- Life , Variable and Long Term Care Insurance licenses
- Attends the invitation-only, Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.
Marcy enjoys working with her clients to crystallize their financial goals. The first step is to develop a comprehensive plan to pursue the client’s goals. The plans begin with a complete overview of financial priorities and reviewing assets, budgets, cash flow, spending, saving, investing, asset mix and risk management. The second critical step is to monitor the plans on an ongoing basis to make mid-course corrections, where necessary. Because of this “planning” driven approach, she emphasizes long-term relationships as the cornerstone of her business practice.
Thorough and innovative, Marcy serves as LPL financial advisor to successful professionals, business owners, retirees and foundations across the United States. Another cornerstone of her business is working with small to medium size businesses to create comprehensive, customized corporate benefits programs including 401k plans. She and her team assist companies in providing the kind of sophisticated, customized employee benefits traditionally available only to larger firms.
Marcy is a native of Baker County. She lives on a ranch near Haines, Oregon, with her husband Sam, two Airedale Terriers and two horses. Marcy enjoys a variety of additional activities including horseback riding, gardening, bridge and travel from luxury tours & cruises to volunteering with Medical Teams International™.