You work hard, save diligently, and are focused on preparing for retirement. But you have a few questions:
Life gets busy enough without having to worry about your finances. Here we take care of the heavy lifting so you can spend more time doing what you enjoy and living life. We take the workload and stress off of you by providing financial advice, investment management, and retirement planning services on a personal, one-on-one basis.
Disclosure: No compensation was given, directly or indirectly, for the below reviews and all reviews can be accessed at the link below
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You are welcome to have an introductory visit with us at no charge. This is a short, get-to-know-you meeting where we can learn about each other and see if we will be a good fit working together. This can be in person, by Zoom, or just by phone.
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Once we decide to proceed forward, we will design a detailed financial plan that contains specific, actionable recommendations to address any needs or issues you told us about earlier.
Your part's done, now it's time to relax! With your initial plan in place, it's now our job to take the wheel and guide you from here on out. We will follow up regularly to make sure your steps get completed and begin to monitor future progress.
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We help Pennsylvania State Employees plan for their SERS/PSERS benefits while creating a comprehensive plan for retirement. Learn more about how we can help below:
A standard service offering from the industry:
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A focused process designed with you in mind:
As President & Founder, Justin has over 12 years of experience as a financial planner. Whether it’s preparing for retirement, buying a house, selling a business, or just getting organized, he will develop an intelligent plan based on your specific needs and guide you every step of the way.
After many successful years at a national brokerage firm, he founded Vision Wealth Advisors in 2011 to offer his clients a higher standard of objective advice and personal attention. Reflected in the company name is his vision of helping people align their values with their finances and providing a more tailored, personalized experience for his clients.
Get access to our monthly financial education insights:
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Schedule a call with Justin below to learn more about how Vision Wealth Advisors can help:
Schedule a CallHelping you make smart financial decisions
justin.buttrick@visionwealthpa.com
570.524.0120
57 Reitz Blvd, Suite 200, Lewisburg, PA 17837