Helping You Plan Your Financial Future
Welcome to our website we are a Wealth Management and Business Consulting Firm.
Vision Financial Services LLC is a Registered Investment Advisor with over 30 years of Financial Service experience. A Registered Investment Advisor has a fiduciary duty to his or her clients, which means that he or she has a fundamental obligation to provide suitable investment advice and always act in the clients' best interests.
Our RIA firm works mainly on fee-based compensation with clients in 12 states. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda. It also means that we are here for you, ready to offer ongoing financial expertise whenever you need it.
Our Goal is to be your partner in your financial planning. With our fee-based programs we view your money as our money. Our company believes that good financial decisions don't have to be confusing and our independence from large institutions create a unique partnership for our clients. Our fees are structured when you do better we do better. Meaning we have a vested interest in our clients success, either we both win or we both lose plain and simple.
There are no guarantees in life, but should you require personalized attention with the utmost in Honesty and Integrity we are the Wealth Management Firm for you. We hope your visit will help you understand the value of working with skilled Professional Money Managers to pursue your financial goals.
We have strong Christian beliefs and are supporters of several charities like the Milwaukee Rescue Mission a Christian-based Charity compassionately serving men, women and children who are homeless, hungry or poor to help them become whole in body, mind and spirit for the glory of God.
Thank you for your consideration.
Craig G. Gonn
Founder & President
Newsletters
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Treasury Yields Off 17-Year Highs
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
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An Umbrella Policy Offers Extra Liability Coverage
An umbrella personal liability insurance policy can provide additional coverage in the event of a high-dollar liability claim or legal judgment.
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Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.