What should I bring to my first meeting?
- Account statements (bank, investment, retirement plan, mortgage, loans, credit cards, etc.)
- Driver’s license
- Your questions
- Client Questionnaire
Why should I have a financial advisor?
Because you are unique, and so is your financial situation. Only an advisor can get to know you on a personal level and get your money working toward your unique financial goals.
How is Vision Financial Group compensated?
Compensation depends on your financial situation, the level of service you desire, and the type of accounts you have. You and your advisor will work together to choose the option that is best for you.
What is the process of becoming a client?
- Initial phone conversation
- Complimentary first meeting
- Upon mutual agreement to work together, your advisor will work with you to develop and implement your financial plan.
Does Vision Financial Group have a minimum investment amount?
Regardless of your financial situation, Vision Financial Group has an advisor for you. While some advisors require a minimum investment, others may simply earn a commission or require a financial planning fee for service below a certain level. To be connected with the best advisor for you, please contact us and include a brief summary of your situation.
How can I access my accounts online?
To access your accounts, please click Login at the top of the page
What can you expect as a client?
You and your advisor will discuss your needs and determine the level of service you would like, including the frequency and content of your reviews. As your situation changes, your needs and goals will change as well. Your advisor will be there to re-evaluate and adjust your plan along the way.