Vision Wealth Management Group

2000 Oakley Park Rd,

Suite 204-E
Commerce Twp, MI 48390

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Our Services

At Vision Wealth Management, our services go beyond just investment advice. We have created our services to help clients in all aspects of their financial life. Our services include:

Investment Portfolio Stewardship

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Continual monitoring of your investments
  • Frequent meetings to: review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio
  • Quarterly Statements
  • Recommendations regarding allocations within your employer-provided retirement plans such as 457s, 401(k)s, TSP
  • Aggregation of all your accounts to simplify and reduce paperwork 
  • Independent third party evaluation of your risk tolerance

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities aimed to help maximize tax reduction strategies
  • Quarterly review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax strategies including tax advantaged investments
  • Cost basis calculation

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • Analysis of potential estate tax liabilities
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiary structure of your retirement plans
  • Review the possibilities of converting to a Roth IRA 

Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • Complimentary consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
  • Review of beneficiary designations and asset titling
  • Review of your long-term care needs
  • Analysis of your insurance needs and concerns

Client Services & Communications 

  • Newsletter to keep you apprised of the most current planning options
  • Quarterly, Semi-Annual or Annual Reviews
  • Secure online access to your accounts
  • Special reports on how to help reduce your taxes and other important topics

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.

matt@visionwmg.com   |  248-259-7729