When it Comes to Wealth Management, I’m your Financial Concierge.
Who doesn’t value an individual who knows what to do and how to make the complicated seem easy or more understandable? At Vision 360, we strive to do just that.
Wealth Management
Your Circles of Concern are unique to you and ever-changing. At Vision 360, we are here to help you navigate your financial journey by collaborating with your professional advisors, to ensure comprehensive and cohesive strategies are in place to help you achieve your goals and objectives.
Vision 360’s Financial Concierge Services cover your areas of concern:
- Investment Services – Align your investments with your personal goals
- Customized Investment Portfolio Design and Management
- Active Investment Management
- Ongoing Portfolio Reviews
- Personal Financial Services – Support for you and your family
- 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