Visions Investment Services – What We Do
For many consumers, the world of investing can be confusing and intimidating. To help shed light on this subject, Visions Investment Services has formed a relationship with LPL Financial to provide access to products and services available, with a focus on common-sense investment strategies. Every investor has his or her own special financial goals and objectives.
Whether planning for a child's education or working toward a secure retirement, an LPL Financial Consultant can give you the professional guidance necessary to develop a strategy suited for your individual needs.
Services
Through Visions Investment Services' relationship with LPL Financial, you have access to knowledgeable financial consultants. These consultants will familiarize themselves with your situation to help you adjust your financial plan to address your goals.
They can assist you with the following:
Retirement planning
Risk management and asset protection
Social Security planning
Lifetime income planning
Tax-reduction strategies
Eldercare/Long-term care planning
Insurance
College planning
Strategic money management
Investment withdrawal strategies
Business succession planning
Charitable giving
Wealth transfer strategies
Second opinion services
There is no guarantee that these investment strategies will work under all market conditions. Each investor should evaluate their ability to invest on a long-term basis, especially during periods of downturns in the market. Check the background of investment professionals associated with this site on FINRA's Broker Check. |
