​We can offer you a wide array of services.

At Vision Financial Advisors we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan — one that fits your unique circumstances and grows with you.
Our mission is to help our clients realize greater clarity with a focus on achieving financial success.

​Understanding the financial concerns of our clients is the starting point for helping design a financial strategy tailored to their individual needs. We understand that our clients deserve and expect service. With this in mind, our personal and professional ethics and integrity is the foundation of our business

Estate Planning

Estate planning involves the arrangement of financial affairs that, in the unlikely event of death, helps minimize financial losses.

​Long-Term Care

This type of policy covers basic daily needs over an extended time. While health care insurance or Medicare helps pay for immediate medical expenses, say, a surgeon's bill, long-term-care insurance helps people cope with the cost of chronic illnesses, such as Alzheimer's disease, or various disabilities. The policies pay for assistance with everything from the basics — bathing and dressing — to skilled care from therapists and nurses for months or even years.

Revocable Trusts

We offer affordable revocable trusts, prepared by licensed practicing attorneys, and offer our expertise and assistance in transferring your assets into your trust so that legal fees and court costs will be avoided at death.

Life Insurance

We offer a variety of life insurance strategies to help your loved ones in the event of your death. To put it simply, life insurance helps protect those who depend on your paycheck. If you die prematurely, life insurance helps provide your dependents with ongoing income to replace yours, until (or unless) they can live comfortably without it. It can also help provide a timely emergency fund for medical, legal, and funeral costs, should family savings not be adequate to cover them.

Tax-Free Retirement Income

35 percent* of Americans already over the age of 65 rely almost entirely on Social Security payments alone. What are you doing each month to ensure that you have the needed income for retirement? We can help.

Other Services:

Retirement Income Strategies

  • Fixed Annuities
  • Fixed Index Annuities

Financial Strategies

  • 529 College Savings Plans
  • 401(k) Planning
  • 403(b) Planning
  • Revocable Trusts
  • Roth IRA
  • Traditional IRA
  • 529 College Savings Plans
  • Medicare Supplements
  • Small Business Solutions

Fee-Based Investments

  • Stocks
  • Bonds
  • Brokerage Accounts
  • Mutual Funds

Estate & Legacy Strategies

  • Term Life Insurance
  • Single Premium Life Insurance
  • Universal Life Insurance
  • Fixed Index Universal Life Insurance
  • Individual Long-Term Care Insurance
Don't see what you're looking for?

Give us a call at​ ​​480.833.1553!

We have experience working with all kinds of retirement income products, and chances are we can help you, too!

Is your ​retirement income strategy on track?

Are you prepared for retirement?
You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.
Download your COMPLIMENTARY retirement income guide today and start learning more about where you are in your retirement income future!