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Individuals & Families

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Planning for Individuals and Families

Financial security empowers families to live the lives they’ve always dreamed of. Our financial professionals are here to help you and your family reach your financial goals, whatever they may be. Whether you want to travel the world together, finance your children’s education, or invest for an early retirement, Vision Financial Group has a financial solution designed for you.

Navigating Life’s Changes

Prepare for the unexpected with a financial professional dedicated to getting to know your family and your financial situation. The right financial plan can help you weather life’s storms and protect your family from the uncertainties of the future. 

  • Adapt to Life and Family Changes
  • Prepare for Unexpected Hardships
  • Build Wealth

Tailored Solutions

For you and your family

Find the flexibility you’ve always wanted from a financial planner with a wide variety of products and services. An experienced financial representative from Vision Financial Group will work with you to create a plan that works for you now and can adapt to meet your needs in the future.

529 Plans

Save for college tuition and other education expenses in a tax-deferred account.

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Annuities

Prepare for retirement with a tax-deferred investment that provides predictable income.

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Disability Income Insurance

Protect your family and finances from a loss of income due to a sickness or injury.

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Individual Retirement Accounts (IRAs)

Reach your retirement goals with a savings account outside of any company-sponsored plan.

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Investments

Navigate the complexities of today’s financial markets with our investment professionals.

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Life Insurance

Provide for your loved ones after your death with term and permanent life insurance.

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Long-Term Care

Plan for the long-term care services you wish to utilize—before you need them.

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Mutual Funds

Diversify your investments with professionally managed mutual funds.

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SpecialCareSM

Improve the quality of life of a loved one with special needs with unique financial strategies.

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Trust Services

Transfer your wealth to individuals or organizations you care about with a customized plan.

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