Helping You Plan Your Financial Future

Welcome to our website we are a Wealth Management and Business Consulting Firm.
Vision Financial Services LLC is a Registered Investment Advisor with over 30 years of Financial Service experience. A Registered Investment Advisor has a fiduciary duty to his or her clients, which means that he or she has a fundamental obligation to provide suitable investment advice and always act in the clients' best interests.
Our RIA firm works mainly on fee-based compensation with clients in 12 states. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda. It also means that we are here for you, ready to offer ongoing financial expertise whenever you need it.
Our Goal is to be your partner in your financial planning. 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 and our independence from large institutions create a unique partnership for our clients. Our fees are structured when you do better we do better. Meaning we have a vested interest in our clients success, either we both win or we both lose plain and 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. We hope your visit will help you understand the value of working with skilled Professional Money Managers to pursue your financial goals.
We have strong Christian beliefs and are supporters of several charities like the Milwaukee Rescue Mission a Christian-based Charity compassionately serving men, women and children who are homeless, hungry or poor to help them become whole in body, mind and spirit for the glory of God.
Thank you for your consideration.
Craig G. Gonn
Founder & President
Newsletters
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IRA Strategies: After-Tax Money and the Pro-Rata Rule
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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How Much Life Insurance Do You Need?
Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.
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Donor-Advised Funds Combine Charitable Impact with Tax Benefits
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.