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VISION FINANCIAL GROUP
VISION FINANCIAL GROUP
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VISION FINANCIAL GROUP

4429 Bonney Road, Suite 440 Virginia Beach, VA 23462

Phone:

  • 757-673-8451

Fax:

  • 757-673-8452

E-mail:

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

View Calculators

Newsletters

  • Consider a Roth Conversion for Tax-Free Income

    Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.

  • Passive, Active, or Both?

    Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.

  • Take Advantage of Deductions for Business Investments

    A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.

  • Why Family Businesses Should Have Succession Plans

    Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?

More Newsletters »

Calculators

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Car Affordability

    How much can you afford to pay for a car?

More Calculators »

Securities and advisory services offered through Lincoln Financial Securities Corporation, a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliate companies.  LFS-1446324-031716

 

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Securities Corp. Securities offered through Lincoln Financial Securities Corp., a broker/dealer (Member SIPC) to residents of CT, FL, MD, NC and VA. Advisory services offered through Lincoln Financial Securities Corp.. a registered investment advisor to residents of VA. Lincoln Financial Securities and Vision Financial Group are not affiliated.

Insurance offered through Lincoln affiliates and other fine companies and state variations thereof.  Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.  Lincoln Financial Securities and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances.

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here

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