Welcome To Our Vision Tax And Wealth Strategies Site!
We're excited for you and very pleased you're considering working with us to help you take control of your Financial Future.
First Step:
Educate And Reveal Strategic Financial Tax-Efficient Concepts
In our experience, the subject of money concepts is almost never talked about and even "taboo" for most people.
Why? Because most people are not where they thought they'd be by now and they're either embarrassed or they just avoid the subject thinking it will be too complicated or time consuming.
Navigating personal finances can feel overwhelming — especially when financial experts, companies, and media throw around complex terms and industry jargon.
That’s why we’re here: to simplify the conversation and put you, your specific business needs and your financial goals at the center of it.
We’re passionate about financial education and empowering individuals to understand key concepts like assets and liabilities, interest rates, inflation, tax strategies (both present and future), compound interest, risk-free growth, tax-free wealth planning, financial protection, and stress-free retirement — all in plain, practical language.
Our systems and complimentary financial education programs are designed to make learning not just easier, but enjoyable.
Whether you’re employed, self-employed, a student building your financial foundation, or an experienced entrepreneur looking to refine your tax strategy — we start by cutting through the noise.
You’ll get practical examples, real-life case studies, and simple tools to help you apply what you learn right away.
Our goal is simple: to give you the knowledge and confidence to make informed decisions — with a dedicated board of professionals ready to support you every step of the way.
I invite you to schedule a consultation with us to discuss your goals and create a personalized plan tailored to your specific needs. Our team can meet with you regardless of your location.
ABOUT US
Our History Of Experience And Guidance...
Our business development experience and Financial teams trace their roots back to 2005 when we saw the need for our own personal financial education as serial entrepreneurs.
Too often, financial guidance is provided by "advisors" or institutions trying to market products or push a specific ideology rather than truly equip consumers with awareness and education so they can confidently make empowered decisions for retirement and legacy building with their before-tax and after-tax money.
We launched our Financial Education programs in 2015 with the sole mission to offer real-life knowledge, experience, systems, resources, financial services and tax-free early retirement and wealth strategies.
As a pioneering force in unbiased financial education, we remain passionately committed to our mission of providing practical financial services and education that allows learners at all stages to achieve lasting financial health and prosperity.
We are committed to helping you navigate the complexities of tax avoidance, (tax engineering), risk mitigation, estate planning, and tax-free retirement & wealth planning.
Here's to 50 more years!
FINANCIAL SERVICES
We'll Help You Build The Most Tax Efficient Financial Fortress Around Yourself And Your Family That Nothing Can Penetrate, So You Can Leave A True Legacy
Every individual and business is unique and different, and in different life stages, so our tax strategy boardroom team will analyze and help you with tailored solutions for your personal and business financial needs.
After thorough analysis and initial education, we customize ideas and offerings to match clients' short and long-term interests.
Our Vision Financial Education classes, workshops and one-on-one Zoom sessions focus on providing complete and balanced financial literacy and tax engineering, so you can also invest in yourself through our life-enriching programs with emphasis on self-improvement and leadership.
One-On-One Personalized Zoom (And/Or In Person) Meetings With Specialists
Get A Complementary Financial Needs Analysis And Discover Your F.I.N. number - (Financial Independence Number)
FREE Financial Workshops, Case Studies and Weekly Webinars
Get Financial Consultation, Tax Avoidance Retirement Planning, Legacy Protection & Preservation, Short And Long-Term Tax-Free Wealth Strategies
Why Should You Partner With Us?
World-Class Relationships, Personal Development Communities And Financial Education Programs
Complementary Financial Needs Analysis And F.I.N. Number Discovery
Highly Skilled Team And Network Of Professionals Working With Over 200 Different Companies
We are not paid from the client. We are compensated from our partnering companies' marketing budgets.
(As a brokerage, we work with and have access to over 200 selective insurance and investment companies.)
Gayle Hendrix
★ ★ ★ ★ ★
When COVID hit, it was a financial wake up call for our family.
We had never learned how to save, invest or protect our money.
Raising 2 elite athletes and living and working in a very seasonal environment, we struggled badly.
When we sat down with the team at Vision they took the time to teach us the more than the basics ( which we desperately needed) but they also helped us face our personal situation and set up long term plans not only for my husband and I, but our teenagers.
We all now have a firm grasp on our finances and peace of mind that we had never had before.
Rich Kostas
★ ★ ★ ★ ★
Before partnering with Vision Financial, I never really understood any higher-end financial concepts. I had no idea there were ways to grow and protect money tax-free outside of Roth IRA… or that you could turn a 401(k) or IRA into income for life.
Vision Financial invested the time and broke it all down with simple language - taxes, investing, budgeting - in a way that finally made sense. I finally realized it’s not complicated. Most people just need a little education and simple plan to follow. I did, and I’m grateful I found this team.
Barrett Christy
★ ★ ★ ★ ★
I "didn't know what I didn't know" when I first came across Vision Financial. I was completely lost when it came to understanding personal finance. As an entrepreneurial wife and mom of two kids, I had a lot to manage on my own, so I thought it would be overwhelming. Their basic classes broke complex money topics down in simple ways I could understand and I have total peace of mind as a client.
FAQS
Do I need any prior finance knowledge to benefit from your classes?
No.
We design our personal finance curriculum specifically for beginner to intermediate learners. No matter your starting financial literacy level, our goal is to provide the foundational knowledge to become aware of best strategies for today's world. Classes progress in sequence to incrementally teach key concepts and strategies all the way from budgeting to tax-free wealth.
What if I don't have much time right now?
We allow learners to enroll in individual self-paced Zoom classes based on topics of interest, availability to commit time, and budgets. While our pathways help structure comprehensive learning, just taking our introductory classes and case studies Zoom sessions for example can greatly boost your financial skills. We make continuing future learning and strategy easy by building a relationship, getting to know your short and long-term goals and walking you through, step-by-step.
In addition, we have an expert team available for personal Zoom sessions that can work around your busy schedule, so you can fit this into the cracks of your day.
Can I interact with instructors for guidance?
Yes, learner support and engagement are cornerstones of our teaching methodology. All video classes provide access to discussion forums and message inboxes connecting you directly with credentialed instructor-coaches to ask questions, walk through exercises together, and get advice applying class learnings to your personal financial situation. We pride ourselves on tailored guidance.
Get In Touch
+1 760-452-9592
Address: 5055 Avenida Encinas - Suite 210, Carlsbad California 92008
Email: [email protected]
Assistance Hours :
Mon – Fri 9:00am - 6pm
Sat 9:00am - 6pm
Sunday – CLOSED