Tone: Happy & Upbeat

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Welcome to Vision Financial Group

At Vision Financial Group we believe people are weighed down by the burden of making
complex financial decisions alone. We also believe people are busier than ever, and desire
simplicity.

We can help. Our approach to coordinating your comprehensive financial needs is

revolutionizing planning and can give you the financial confidence you deserve.

With our professional team on your side, your financial goals evolve from a general
strategy to a fully integrated plan of action using our diverse skills in financial planning,
investment management, risk management, as well as tax and estate planning strategies.

And it all starts with Total Vision PLANNING, our value-added 4-step approach to serving
clients that includes:

 A personalized financial PLAN to lay the groundwork for all we do

 A review of PROTECTION needs such as insurance, trusts and estate plans;
PLUS social security income options and a pension if you have one
 Next, we determine how much you need to ACCUMULATE and where to
invest to meet your goals
 And finally, tax efficient DISTRIBUTION strategies to maximize retirement
income to you and your beneficiaries

At the heart of the Financial Planning cycle is our Total Vision PROCESS, a 5-step
approach to create a financial plan tailored to your unique situation, needs and goals.

During this process, we work to:

 Articulate your goals and objectives

 Collect data to understand your entire financial picture
 Construct a plan tying everything together
 Execute the steps to implement the plan, AND…
 Regularly Review the plan with you to monitor progress

Your personalized financial plan becomes the roadmap for how we’ll support you
TODAY….AND in the future.

The plan takes into consideration ALL of your accounts, no matter where they are held.

It illustrates estimated returns, inflation, income sources such as pension and social security
as well as liabilities. It also estimates income needs throughout retirement and identifies
potential insurance shortfalls.

AND it shows the likelihood of success in funding your goals.

To complete the cycle, the plan we create leads us to the appropriate strategies to help
accumulate, manage, and distribute your assets!

If you see wisdom in our comprehensive approach to financial planning, we should talk.

Phone 515-453-2222 or visit us on-line at VFGhelps.com

Vision Financial Group – Revolutionizing Planning