PLAN. PROTECT. INVEST.

Brian Smith and the team at VisionPoint Advisory Group is committed to providing comprehensive consulting for both individuals and corporate clients.  Your goals are the focus as we use our independent perspective with a comprehensive approach of planning, protecting and investing.

Individual Advisory Services

Planning

  • Retirement Planning
  • Estate Planning
  • Wealth Management
  • Tax Reduction Strategies
  • College Planning
  • Beneficiary Planning
  • Cash Flow Analysis

Protecting

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Medicare Supplemental Insurance

Investing

  • Brokerage Accounts
  • Common Stocks
  • Bonds
  • Individual Retirement Accounts
  • Government Securities
  • Treasury Notes
  • Variable and Fixed Annuities

Corporate Advisory Services

Planning

  • Employee Retirement Planning
  • Compensation & Benefit Planning

Protecting

  • Risk Management

Investing

  • Investment Management