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Our Services

Retirement Plan Confidence System

A retirement plan plays a major role in the retention and the loyalty of your employees and is indispensable in recruiting quality personnel to your organization. The Retirement Plan Confidence System is our proprietary process that tracks your plan and is designed to monitor defined contribution plans, defined benefit plans, business IRAs, or non-qualified or deferred compensation plans. Using a personal approach and state-of-the-art resources, this program is customized to your specifications benefiting employees, owners, and key management.

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Tax Reduction Strategies

The goals of tax planning is to arrange your financial affairs so as to minimize your taxes. Our Confident Vision team of advisors have decades of experience partnering with CPAs and/or attorneys to introduce clients to a number of "Tax Reduction Tools." We primarily work with business owners to utilize these strategies.

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Investment Management

ConfidentVision offer portfolio solutions to help you achieve your most important life goals. Your portfolio receives attention from our team of experienced portfolio managers and research analysts, plus we glean direction from our strategic partners in the industry. We believe investment decisions should carefully weigh your opportunity for growth and income against the possibility of risk. WE allocate your portfolio to help meet your needs for liquidity, stability, income and growth. 

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Right Fit Insurance Confidence System

ConfidentVision has the experience and resources to address the markets to address our client’s needs to preserve their families and business. The RIGHT FIT Insurance Confidence System© enables our clients to properly evaluate the financial risks inherent in their lives as well as their businesses. When life insurance is an appropriate solution, we have access to all policy types: term, universal, variable, second-to-die, special risk, and any other product solution that might be called for. Our national brokerage arrangements represent many of the largest and strongest carriers in the industry, including Prudential, Metropolitan, Sun Life, Cetera Financial, ING, Nationwide, and Transamerica.

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Professional's Retirement Strategy Plan

Business Owners and Professionals continually seek ways to utilize their businesses to provide tax-free benefits for themselves and to create an exit-strategy to capitalize on the intrinsic value of their business. The Professionals Retirement Strategy (PRS) Plan is a tax-efficient retirement strategy designed to build wealth, tax-advantaged retirement income, substantial life insurance protection, and potential asset protection.

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Retirement Planning for Women

ConfidentVision and co-founder/advisor, Barbara Sullins has found a niche with women and financial planning.  Sullins says “women have a unique set of circumstances that I can bring over 20 year of experience and lots of heart to help them overcome fears and challenges.”  Sullins feels that women are underserved in the financial planning marketplace and believes that through education and awareness, women can take charge of their lives and plan for long-term security.

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401(k) and Executive Benefits

Your greatest assets, your employees, can benefit from the professional, personalized services that ConfidentVision provides. Show how much you value your employees by taking the first step to help them achieve their goals for long- term wealth planning. Give them the opportunity to obtain the guidance they need now with our knowledge, experience, thoughtful advice and caring service.

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