External Resources
Vision Financial’s website provides links to a variety of other websites maintained by third parties. When you access these sites, you are leaving the Vision Financial website. These links are offered only for use at your own discretion. Vision Financial does not provide, and is not responsible for, the product, service, or overall website content available on third-party sites. Vision Financial’s privacy policies do not apply to linked websites. You should consult the privacy disclosures on each third-party site for further information. Third-party websites may provide less security that Vision Financial’s website.
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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Vision Financial Advisory Corp, Vision Tax Planning and LPL Financial are separate entities.
See form CRS linked here.
