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

205-970-4909
sfloyd@vision-financialgroup.com
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Confidence In Your Future Starts With Clarity Today

Since 1986, we’ve been guiding families in Birmingham, Alabama and the surrounding areas with conservative, steady counsel that cuts through noise and supports them through every transition.

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Lasting Financial Clarity Backed By Experience

Lasting Financial Clarity Backed By Experience

Vision Financial Group is a financial planning and wealth management firm based in Birmingham, Alabama. Since 1986, we’ve helped individuals, families, and business owners make steady progress toward financial independence by leading with planning, guiding from experience, and serving with a relational heart.

Plan Your Future Clearly With
Our Vision 20/20 Process

The Vision 20/20 Process is how we bring order and clarity to your financial life. We begin by uncovering what matters most to you, clarifying your goals, and organizing the details of your financial picture before creating tailored strategies that reflect your values. The process ensures every step forward feels intentional, measured, and aligned with your vision for independence. When you’re ready to see your future in focus, we’ll guide you there.

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Clear Advice That Cuts Through The
Noise and Inspires Confidence

We connect every part of your financial life so you can focus on what matters most. With our planning-first approach, you’ll gain the clarity and confidence to move forward.

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Services That Bring Clarity
To Every Decision

From financial planning and investments to retirement, taxes, and business strategies, we offer comprehensive services designed to work together for your goals. Each one is built on a planning-first process that turns complexity into confidence.

Financial Planning

Tax Strategy

Insurance Planning

Investment Management

Wealth Management

Retirement Planning

Estate & Legacy Planning

Business Planning

Business Exit & Transition Strategies

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Articles

Stay ahead with insights that simplify decisions.

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Calculators

Turn complex questions into simple answers.

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Videos

Gain clarity with timely, experienced-led videos.

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Frequently Asked Questions
About Our Firm

Have questions? Here are some of the most common things people ask about working with us.

  • We lead with planning, not products. Our process starts with your values and goals, then builds strategies around what matters most to you.

  • We serve individuals, families, retirees, business owners, and professionals at every stage of life. If clarity and confidence are what you’re after, we’ll meet you where you are.

  • It’s our step-by-step framework for uncovering your values, clarifying goals, and organizing your financial picture so we can design strategies that give you clarity and confidence.

  • We’ve been serving families and businesses in Birmingham and beyond since 1986, offering steady counsel and experience that lasts across generations.

  • Not necessarily. While many of our clients have established wealth, we also guide young professionals and families building their financial futures.

  • From financial planning and investments to retirement, taxes, insurance, and business strategies, we provide comprehensive services designed to work together for your goals.

Custom Guidance for the
Life You Want to Build

Individuals & Families

Managing competing priorities isn’t easy — saving, protecting, planning all at once. We help families simplify the pieces and build a plan that grows with them.

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Pre-Retirees

As retirement nears, the questions feel more urgent. We bring clarity to the numbers and strategies to decisions so your transition feels confident, not uncertain.

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Retirees

Retirement should be about living, not worrying. We help you manage income, protect what you’ve built, and create flexibility to enjoy the freedom you’ve earned.

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Business Owners

Running a business means balancing today’s demands with tomorrow’s opportunities. We create strategies that align your goals and prepare you for what’s next.

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Who We Serve

Tools to Strengthen Your
Financial Confidence

Explore articles, insights, and tools designed to make financial decisions simpler and clearer. With the right knowledge, you’ll feel more confident navigating today’s choices and tomorrow’s opportunities.

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.
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Your Social Security Roadmap

Your Social Security Roadmap

Help clients navigate their Social Security claiming decisions with our interactive roadmap.
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Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
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What's Your Vision?

Every financial story is unique. That’s why we build strategies shaped by your values, designed with care, and focused on giving you clarity and confidence for what’s ahead. Let's discuss yours today.

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