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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
An inside look at how marginal income tax brackets work.
Would it surprise you to hear that China owns just 8% of the total outstanding debt of the U.S. Government?
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential capital gains taxes due on your transactions.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Recent changes in estate tax laws could affect the strategy you have in place.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
$1 million in a diversified portfolio could help finance part of your retirement.