My Process
Planning your finances can be tricky. Just like an architect listens to your ideas to create the design for your dream house, We create your VisionScape Financial Blueprint after we listen to your ideas so we can create a plan that helps you achieve your financial goals and dreams. Because in the end, it’s not just about money; it’s about making your life happier. Let our VisionScape Financial Blueprint help you chart your financial future
Step 1: Get Your Free VisionScape Assessment
We discuss your financial goals and dreams, keeping the end in mind
Step 2: Think About it!
Review your VisionScape Financial Blueprint and see how we can help
Step 3: Personalized Ongoing Advice
We implement and refine your VisionScape Financial Blueprint every step of the way
Portfolio Management
We offer 12 different WealthTrust DBS Portfolio Strategies. These range from safe and steady to aiming for long-term growth. We also have three WealthTrust Tactical AI Strategies. Two of them focus on equities, and one is all about fixed income.
Capital Preservation (Foundation Capital)
With the focus of keeping your money safe we offer Fixed Annuities, which promise to protect your money and give you a guaranteed income. We also offer Fixed Index Annuities. These help your money grow with stock market participation while making sure you don’t lose it during tough financial times.
Investment Advisor Solutions
Our firm specializes in helping RIAs and their advisors concentrate on their client relationships by relieving them of business tasks that often get in the way. We provide an Advisory Service Platform to assist with billing, reporting, trading, and asset management. And if you are looking for a compliance solution, we can help with that too.
VisionScape Planning
Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.
Financial Education Services
We are committed to raising the financial literacy of adults to make suitable financial decisions and understand investment advice received from others.
Insurance Reviews
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Retirement Planning
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Life Insurance
A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.
Social Security Optimization
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Annuities
Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.
Money Management
One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.
Investment Strategies
Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.
Tax Planning
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
Long-Term Care
Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.
Estate Planning
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
Income Strategies
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.