At Vision Financial Group our mission is to enrich the lives of others through elegant delivery of customized financial solutions. We are revolutionizing the way real planning should be by integrating financial planning, investment management, risk management, as well as tax and estate planning needs into one holistic plan. Everything we do is focused on bringing financial order to the lives of our busy clients. And keeping it that way!
We put the needs of our clients, the team, and our community above our individual desires. We surround clients with the best and brightest collaborative problem solvers. We come to each conversation with an open mind. We tell the whole truth to ourselves, our clients and each other.
We live by these core values:
1. We do what we say
2. We do the right thing
3. We have a service mindset
4. We are resourceful problem solvers
5. We work together and collaborate
6. Our reputation matters