Trina Tracy - Raymond James

Informations générales

Financial planning at Vision Financial Group, an independent practice, is a multi-step process that provides the information, guidance and tools to help you reach your goals. Much like the travel agent who gathers information about your desires, time frame and budget and then coordinates a travel package that is right for you, our advisors act in much the same role as your trusted financial advisor.

Depending on your situation, our advisors can develop a plan for one specific area of your financial life or develop a comprehensive plan based on all aspects, including retirement planning, investments, insurance and benefits, estate planning, tax strategies, college funding and more.

Through financial planning our advisors strive to provide the clarity needed to see where you are headed and provide the roadmap to give you the needed direction. Once your journey begins, our advisors will be there along the way with the guidance and expertise to help you navigate the detours of life and reach your destination.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Vision Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Vision Financial Group.

Important disclosure information:
http://raymondjames.com/smicd.htm