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Text Content

Menu


 * Home
 * About Us
 * Services
 * Blog
 * Contact
 * Get Started




YOUR FUTURE IN FOCUS.

We help you enjoy the present while preparing for the future.

Learn How We Can Help


WHAT WE DO
ELIMINATE THE
STRESS OF PLANNING.


Our dedicated team works tirelessly to provide comprehensive wealth management
solutions tailored to your unique needs and goals. From retirement planning to
investment management, we guide you through every step of the process with
expertise and care. With our personalized approach, you can rest assured that
your financial future is in capable hands. Say goodbye to uncertainty and hello
to peace of mind with Vision Financial.

How We Help


WHO WE HELP
SOMEONE YOU CAN TRUST.


Trust is the cornerstone of our relationship with each client. Founded on
principles of integrity, transparency, and reliability, we strive to be more
than just financial advisors—we aim to be trusted partners on your journey
toward financial security and prosperity. With a team of seasoned professionals
who are committed to acting in your best interests, we prioritize open
communication, ethical practices, and a deep understanding of your unique
financial circumstances.


AL SMITH

Managing Partner

Learn more


LANDON JONES

Regional Director

Learn more


BILL FRANCA

Managing Partner

Learn more


HOW WE HELP
BUILD CONFIDENCE FOR 

YOUR FINANCIAL FUTURE.


We specialize in strategizing your financial future, instilling confidence every
step of the way. By seamlessly integrating planning and investing, we empower
you to navigate the complexities of wealth management with assurance and
clarity. With our expertise and tailored solutions, you can feel confident in
building a solid foundation for your financial journey towards prosperity.

Book a Meeting





PLANNING

Life moves pretty fast and can change even faster. That's why it pays to have a
quick, flexible team supporting you every step of the way.

Learn more





INVESTING

The financial landscape can change rapidly, making it crucial to have an
investment strategy that is both quick and adaptable. Our team of experts is
committed to providing you with the flexibility needed to seize market
opportunities as they arise, ensuring your portfolio remains in line with your
goals.

Learn more





MANAGEMENT

In a world where change is the only constant, effective management of your
assets requires agility and foresight. Our dedicated team offers personalized
support and strategic guidance, ensuring your financial plans are always in sync
with your life’s evolving needs and goals.

Learn more


OUR PROCESS
LET YOUR FINANCES
EASE YOUR MIND



STEP 1: DISCOVERY CALL

Through open dialogue and active listening, we lay the groundwork for a
personalized approach tailored to your unique needs.


STEP 2: BUILD YOUR PLAN

 Leveraging our expertise we construct a roadmap that outlines actionable steps
to help you achieve financial success and peace of mind.


STEP 3: ENJOY LIFE

Embrace life's moments knowing your future is secure, whether it's pursuing
passions, cherishing loved ones, or exploring new horizons.

Schedule a Call


RESOURCES
FINANCIAL INSIGHTS


We believe that an educated client is an empowered one. Browse our client
learning center and take control of your financial future.



SIX SURPRISING FACTS ABOUT RETIREMENT CONFIDENCE

Learn More


INSURING YOUR BUSINESS WITH A BUY/SELL AGREEMENT

Learn More


BURSTING THE BUBBLE

Learn More


CONTACT US
WE WANT TO HEAR FROM YOU


Ready to take the first step towards financial empowerment? Contact us today to
schedule a consultation and discover how our tailored solutions can help you
achieve your financial goals with confidence.

Name
Email
Address
Phone
Message
Start The Conversation
Thank you!
Oops!


CONTACT

BRENTWOOD OFFICE

205 Powell Place

Suite 357

Brentwood, TN 37027

Office: 931-216-4995

BOWLING GREEN OFFICE

1600 Scottsville Road Suite 200

Bowling Green, KY 42104
ljones@vision401k.com


QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities and investment advisory services offered through Silver Oak
Securities, Inc., Member FINRA/SIPC. To view Silver Oak Securities, Inc.'s
privacy policy and other important information,
visit [www.silveroaksecurities.com](http://www.silveroaksecurities.com/).

Vision Financial and Silver Oak Securities, Inc. are separate entities.

Investment products and services available only to residents of: Alabama,
Florida, Georgia, Indiana, Kentucky, Minnesota, Oregon, and Tennessee.

We are licensed to sell insurance products in the following states of: .

Silver Oak Form CRS