What We Do and How We Can Help

If you ask us what we do for a living, we’ll tell you, “We help people make smart financial decisions.” This motto reflects our firm’s philosophy in our approach to financial planning. Whether it’s preparing for retirement, buying a house, selling a business, protecting assets, or just getting things organized, we will develop an intelligent plan based on your specific needs and guide you every step of the way.

Who We Are

Vision Wealth Advisors was founded to be an objective source of financial advice, education, and guidance for retirees, young families and small business owners. We have three founding principles at our core that we believe in and emphasize throughout every client relationship:

1. Objectivity. As an independent financial services firm, we have no corporate pressure to sell or recommend any particular type of investment or product to you, and this allows us to focus on what is truly most beneficial for your situation.
2. Education. We believe that educating our clients is the key to helping them towards their goals and making smart financial decisions, as this seems to be an ingredientlacking today. We help you distinguish investment reality from investment myth.
3. Communication. We commit to keeping you updated during every step, ensure that you have regular meetings and contact with us, and provide you with integrated technology to help you track your investments and simplify your financial life.

We are committed to practicing evidence-based investing instead of chasing fads, and focused on providing a tailored, personalized experience for our clients. We are passionate about showing you how investing really works and providing you with the experience to help you create an intelligent financial plan.

What We Offer

We help take care of the important things so you can spend more time doing what you enjoy and living life. To take the workload off of you, we provide total “holistic” financial planning, wealth management, and retirement planning services to our clients on a personal, one-on-one basis. When you work with us, you can feel free to sit back, relax, and let us make life a little easier for you.

Our process is a comprehensive, 360 degree planning approach that focuses on your individual needs and circumstances. We take a sharp, detail-oriented focus into our planning process, so clients can have confidence that we are checking off all the boxes for them and paying attention to all the little things. When we work with you, we provide a customized, written plan that contains specific, actionable recommendations to address the important issues you need us to solve. In addition, our planning service goes well beyond just investment advice by incorporating tax considerations, estate concerns, and overall risk management.

We stress the importance of covering all the bases beyond investments by integrating CPAs and attorneys as counsel or as referrals when needed. As a result, clients know that they are receiving true financial planning and advice from us, and not just being sold investments. We want you to think of us as your “total advisor”, who can help you put all the pieces together and solve any problems that arise. And the best part; when you become a client of ours, we make a lifetime commitment to be there to help. Life circumstances often change, and we will periodically review and update your plan as necessary to ensure it stays up to date throughout the years.

Who We Serve

We provide financial planning and wealth management services to individuals, families, and business owners who are either currently retired, approaching retirement, or those who would like to get an early start.

While most of our clients are retirees, we also work with many younger professionals. As they start accumulating wealth due to their high income, at some point they want to stop winging it and start strategically planning for their future. Our clients who are approaching retirement seek a professional who can assist them with their retirement concerns, as well as things like investment risk management, Social Security questions, long-term care, estate planning, or the death of a spouse.

No matter their age or life circumstances, we believe clients choose to work with us because we take the time to explain what we are doing, why we are doing it, and how it specifically helps them. We like to educate our clients and want them to understand the purpose behind their money and the financial strategies we recommend. In turn, we believe they appreciate our professionalism, attention to detail, and hands-on approach to helping them prepare financially.

Next Steps

We enjoy meeting new people to learn more about their goals and discuss how we may be able to help. We offer a free, no-obligation review to those who wish to learn more about us and how we can help you. If you have any questions or would like more detailed information, please feel free to contact me by emailing justin.buttrick@visionwealthpa.com or calling (570) 524-0120.