A breadth of services to serve a variety of needs

Markets fluctuate but relationships shouldn’t. At Vision Investment Planning, we desire to know more about you than your balance sheet. We want to understand who you are and what you want to accomplish so we can tailor our advice and service to your life plans.

Making introductions

Our initial appointment is designed to see if you and our team will work well together. It is an informal yet personal conversation to give you an opportunity to tell us about yourself. What are your aspirations? What makes your heart sing? What keeps you up at night? What do you value most?

Creating a plan

Our next appointment or two will focus on developing a financial plan that addresses your goals and concerns. Using what you have shared with us, we will research appropriate investment options and strategies, creating a customized plan for you. We’ll share the plan in an interactive and visual overview, exploring different scenarios and answering key questions around goals such as retirement, education funding, taxes, and other wealth management issues .

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Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

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Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, planning to contribute to another’s higher education may require an early start.

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One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

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Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to build your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are properly invested. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.

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Your portfolio should work for you in propelling both your short- and long-term goals, and preserving the wealth you’ve worked diligently to grow. Fixed income investments are an essential component of a well-diversified financial plan and can help support your aspirations with a reliable stream of income.

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Our team of professionals reviews a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

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Many of today's retirees can expect to spend 30 years or more enjoying the fruits of their labor. That's why it's increasingly important not simply to plan for retirement, but to plan for longevity in retirement - all of the years it might last, all of the ways your life will change and all of the events you can't foresee.

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As your trusted partner, we help you pursue your goals by constructing, managing and reviewing a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

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Investors don’t have to choose between making a profit and making a difference. 

At Raymond James, you have access to a suite of values-based investing options that allow you to align your financial future with your personal values.

Decades ago, exclusionary screening emerged as a way for investors to opt out of contributing to industries they found objectionable, such as tobacco, adult entertainment, or nuclear weapons. Emerging now as the logical next step is sustainable investing, a much sought-after strategy that allows investors not only to rule out certain companies, but to purposefully invest in those making a positive impact in the world.

Please let us know if you would like to talk further about screening out or supporting any of the below areas:

Faith screens Adult entertainment Tobacco/alcohol Embryonic stem cell research Contraceptives and abortion	Environmental Screens Climate change Nuclear power Environmental policies Fines and regulatory actions
Social Screens Workplace diversity Human rights Animal testing Product and workplace safety	Governance Screens Board composition Audit and accounting Corporate transparency Board independence

Source: US. SIF Foundation, Report on U.S. Sustainable, Responsible and Impact investing Trends, 2014 and 2016.
*This investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations and could result in either underpeIfor-mance or outperformance of the market as a whole.

¹CFA Institute, "ESG Issues in Investing: Investors Debunk the Myths." 2015. 
²Global Impact Investing Network, "What You Need to Know About Impact Investing," 
https://thegiin.org/impact-investing/need-to-know/#s2

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