Personalized Financial Planning Services
Financial planning is subjective or objective, depending upon your beliefs. Some may feel it is imperative to care for a spouse or family, whereas another may want to see their financial accomplishments support philanthropic initiatives or a family foundation, while another may simply want to live their life without a final determination of their assets.
Vision 360 is a highly personalized, full-service organization. As such, we can help make things easier for you by coordinating with our professional partners and your strategic alliances to help with all your financial needs. This may include:
- Investment Management
- Financial Education for Family Members
- Tax Planning Guidance
- Estate and Legacy Planning
- Social Security and Medicare Review
- Charitable and Philanthropic Initiatives
- Insurance Reviews and Planning
- Business Valuation and Succession Strategies
- Business Valuation and Succession Strategies
- College Funding Planning
- Pet Trusts
- Special Needs Trusts
- Florida Domicile
- Second Opinion Services
In addition, we offer the following financial services whereby a flat or hourly fee may be incurred:
- Individual and Family Financial Planning and Goal Setting
- Retirement Planning and Goal Setting
- Budgeting and Cash Flow Services
- Estate Administration Assistance and Support to Trustees, Executors, and Personal Representatives
- Creating a Family Resource Guide