Retirement Visions LLC jobs and careers

About Retirement Visions LLC

Traditional Financial Planning Services Here we address the major tangible financial issues of cash flow, assets, risk management, estate planning, tax strategies and investments. (These services are provided on a one-time-fee basis.) Comprehensive Financial Planning Services In addition to Traditional Financial Planning Services, our planning includes any of the additional services listed under A la carte Services. Life Planning This is the integration of Financial Planning and using non-traditional methods to encourage clients to experience their dream life. Life Planning involves learning about the clients’ beliefs about money and how those beliefs can affect day to day financial decisions long term planning. Coaching techniques are used to address issues where clients fail to move forward and provide manageable steps that can lead to accomplishing a potentially meaningful goal. Investment advisory services offered through Redhawk Wealth Advisors, Inc. (Redhawk), an SEC Registered Investment Advisor. Some Investment Advisor Representatives (IARs) of Redhawk may market their advisory services under the name of Retirement Visions, LLC. Jay Gershman offers securities through the Broker-Dealer Silver Oak Securities, Inc. (SOSI), member FINRA/SIPC. Retirement Visions, SOSI, and Redhawk are unaffiliated and separate legal entities. www.finra.org www.sipc.org Please see our website for full disclosure: http://www.allset2retire.com