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

205-970-4909
sfloyd@vision-financialgroup.com
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About Us

Decades of Steady Guidance, Centered on What Matters Most: You

At Vision Financial Group, our mission is to help you make steady progress toward a financial future that’s unique to you. Since 1986, we’ve guided families, business owners, and individuals with a planning-first approach, grounded in decades of experience and a deep commitment to relational hospitality. We believe that when your wealth is stewarded with care, you gain the confidence to live the life you envision.

See Your Financial Future With Clarity

See Your Financial Future With Clarity

Our Vision 20/20 Process begins by uncovering your values, clarifying your goals, and gathering the full picture of your financial life. From there, we guide you with tailored strategies that give you confidence in every decision. This planning-first approach ensures that every step forward reflects your unique priorities and long-term independence.

Tailored Plans Designed to Give You Confidence in Every Decision

Tailored Plans Designed to Give You Confidence in Every Decision

Your life and financial goals are unique — your plan should be too. Instead of one-size-fits-all advice, we create strategies that align with your specific needs, transitions, and dreams. With a steady hand and experienced counsel, we build plans that stand the test of time and give you a roadmap you can trust.

Our Values In Action

Our values shape the way we plan, advise, and care for every client we serve. They guide how we listen, how we build strategies, and how we walk with you through life’s changes.

Lead With Planning First

Everything flows out from our planning process, which is founded on a comprehensive view of your values and goals. Knowing who you are and what you want lets us provide truly tailor-made plans with hand-picked solutions.

Guide From Experience

There’s no teacher quite like experience. Our decades-long proven track record and generational continuity give us a perspective that helps us deliver steady guidance for today and every life transition.

Maintain A Servant’s Heart

Our faith shows up in our actions and relationships. We help you steward your wealth with wisdom—and we steward our time with you through deep hospitality that makes you feel known, welcomed, and genuinely cared for.

Educate With Clarity

What you have and what we do shouldn’t be a mystery. We help you keep your eyes on the goals ahead, explaining how the market works and why you’re not dependent on it when you have a plan that’s unique to you.

Financial Guidance with Hospitality & Trust

Financial guidance is personal. At Vision Financial Group, we offer genuine care, hospitality, and support through every life transition—welcoming clients like family.

Confidence for the Future Starts
With a Plan That’s Truly Yours

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.

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Our Financial Partners

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A Planning-First Tailored Process

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Strategies Built
Around You

Who We Serve

A Committed
Team of Advisors

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