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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

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

5 Smart Investing Principles

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Saving for College 101

Here’s a crash course on saving for college.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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