How we can support your financial needs
For many consumers, the world of investing can be confusing and intimidating. To help shed light on this subject, Visions Wealth Management 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 on our team can give you the professional guidance necessary to develop a strategy suited for your individual needs.
Through Visions Wealth Management's 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.
Our team 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
- College planning
- Strategic money management
- Investment withdrawal strategies
- Business succession planning
- Charitable giving
- Wealth transfer strategies
- Second opinion services
Visions Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA Visions Investment Services, pursuant to an agreement that allows LPL to pay the Visions Federal Credit Union for these referrals. This creates an incentive for the Visions Federal Credit Union to make these referrals, resulting in a conflict of interest. Visions Federal Credit Union is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information
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.