Vision Wealth Management Group

1668 South Telegraph,

Suite 250C
Bloomfield Hills, MI 48302

Retirement Planning

Retirement Income & Distribution Planning

We provide independent tailored retirement planning, including:

  • 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 
Trusted Financial management for the Bloomfield hills community

Trusted Financial management for the Bloomfield hills community

As your independent financial advisor, our services go beyond just investment advice. We have created our services to help clients in all aspects of their financial life.