Vision Financial Planning

CONNECT

Address:

14 Wall Street, Suite 2060
New York, NY 10005

Phone:

718 205-2880

Fax/Other:

718 205-2813

Services

We build and manage relationships based on trust and communication. Studies have shown that clients want an ongoing relationship with a trusted professional, who can integrate their investment, business, financial and estate matters consistent with their life goals.  Our services include:

PORTFOLIO MANAGEMENT

We are adherents of Modern Portfolio Theory (MPT), which holds, that asset allocation is the most important component in investment returns. Asset allocation does not ensure a profit and does not protect against losses. It is a method to help manage risk. See Our Philosophy section for more details.

INVESTMENT PLANNING

-retirement planning

-planning for college funding

-financial needs analysis

-risk management-insurance planning

-timing strategies for maximum lifetime benefits

-Social Security filing advice

FOCUS ON ADVICE

-advice that is consistent, trusted and event specific

-advice on evaluating opportunities, benefits, costs and tradoffs

-comprehensive process emphasizing periodic communication with the client

-we'll also coordinate and refer the client to carefully screened solutions in areas such as lending, estate planning, taxation and/or business services.

REPORTING

We leverage technology to offer clients accurate, consolidated and timely account information including

-regular performance reports accessible via our site

-regularly scheduled face to face meetings to evaluate the plan implementation

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck