Who We Are
What We Do
Why We Do It
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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Do you have an estate strategy? You should.
Bonds may outperform stocks one year only to have stocks rebound the next.
Being healthy not only makes you feel good, it may also help you financially.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Bucket lists don’t have to be for tomorrow.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are a few things to consider when buying or leasing your next vehicle.
Doing your research is key before buying a vacation home.
Here is a quick history of the Federal Reserve and an overview of what it does.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.