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Click on the provider below to view your accounts online. If it is your first time, you may need account information in order to log in. Contact us for more information.

 

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The links being provided are strictly as a courtesy to our clients. When you link to any of the sites provided here, you are leaving our site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Vision Investment Planning Group and assume total responsibility and risk for your use of the sites to which you are linking.

Consumer Information

Securities and Advisory Services offered through Woodbury Financial Services, Inc. (WFS), member FINRA, SIPC, a Registered Investment Advisor. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.  Neither WFS nor its representatives or employees provide legal or tax advice.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in following states: AZ, CA, CO, FL, IL, IN, KS, MI, MN, MO, NC, NV, OR, VA, WI.

 

CFP LogoCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Compensation equals fees and commissions.