4505 Pine Tree Circle
Suite 101
Birmingham, AL 35243-2380

Vision Financial Group, Inc.

205-970-4909

 
Suddenly Single: Three Steps to Take Now Emerging Market Opportunities Global and International Funds Are Alternative Investments Right for You?

Understanding Today's Financial Environment



Welcome, we are Vision Financial Group, Inc, headquartered in Birmingham, AL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 205-970-4909.

 

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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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Spotting Credit Trouble

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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

 

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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.

Insuring Your Business With a Buy/Sell Agreement

Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.

What Is a 1035 Exchange?

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Disability Income

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Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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