Who We Are
We are a team of experienced professionals with a variety of financial backgrounds.Learn More
Who We Are
What We Do
We offer comprehensive wealth management services that address a variety of financial concerns.Learn More
What We Do
Why We Do It
Simply put: we care about our clients. We want to make a difference in their lives by offering ongoing guidance.Learn More
Why We Do It
We are uniquely positioned to look at both the qualitative and quantitative aspects of our clients’ lives.Learn More
The Elements of Wealth Management
At Vision Capital Partners, we have decades of combined experience helping clients take a comprehensive and holistic approach to their financial situation. Investment Consulting is at the core of what we do. Our disciplined investment philosophy is based on years of independent academic research and serves as the foundation for more complex planning strategies.
The four components of Advanced Planning address methods for enhancing, preserving and ultimately transferring your wealth. As your personal CFO, we coordinate efforts with your other advisors to form a collaborative team providing you with confidence and peace of mind.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This checklist can give you a quick snapshot of how prepared you are.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn more about women taking control of their finances with this infographic.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Peer-to-peer payment apps are one of the newest ways to send money.
The decision whether to buy or rent a home may have long-term implications.
What is your plan for health care during retirement?
Have you explored all your options when it comes to managing your taxable income?
Learn about cyber liability insurance in this entertaining video.
There’s an alarming difference between perception and reality for current and future retirees.