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122 Broad Boulevard
Cuyahoga Falls, OH 44221

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Vision Financial Management

(330) 929-9900

 

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.


Helpful Content

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

 

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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