Vision Financial Services LLC

Craig G.Gonn President & CEO

    At  Vision Financial Services LLC we are proud of our track record of Honesty and Integrity.  We have over 25 years of Financial Experience with clients in 9 states. Our unique Wealth Management style is easily adapted to all individuals as well as small business. 

  Clients range from a retired CEO of a Major Corporation to Presidents of their own business as well as the individual who acquired enough wealth to participate in our fee-based programs.

  Our Goal is to be your partner in your financial investments. With our fee-based programs we view your money as our money. Our company believes that good financial decisions don't have to be confusing.  Meaning either we both win or we both lose......it's that simple!

  There are no guarantees in life, but should you require personalized attention with the utmost in Honesty and Integrity we are the Wealth Management Firm for you.

                                                                                        Thank you for your consideration.

 
Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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