Your Role

Your Vision Financial Group feels that creating an Insurance and Financial Blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor. 

 

We value your time and ours. Here are a few things that are important to help us work together:

  • Get acquainted: We have a passion for meeting new clients. We will discuss the products and services that can help you, plus you may hear some financial ideas that you didn't know were available.
  • Get Prepared: The more information and financial documentation you can bring to the meetings, the more effective our time can be together.
  • Educate your adviser: We may anticipate many of your needs, but we are not mind readers. It is so important that you be candid in providing information.
  • Educate yourself: You too should be inquisitive. We love questions about our recommendations and how certain plans work. Remember, the only "dumb question" is the one not asked.

 

Our goal is to make certain our clients fully understand our products and are comfortable with our recommendations before moving forward!