Who We Are
What We Do
Why We Do It
Our Process
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.
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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.
Helpful Content
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.