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GETFINANCIALVISION.COM

www.getfinancialvision.com

Financial Vision & Investment Services, Inc.

http://www.getfinancialvision.com/

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CONTACTS AT GETFINANCIALVISION.COM

Pizza Pie #1

Craig Cassidy

9451●●●● Box

Vict●●●●ille , California, 92395

UNITED STATES

760●●●610
le●●●●●●●●●●●●@gmail.com

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Pizza Pie #1

Craig Cassidy

9451●●●● Box

Vict●●●●ille , California, 92395

UNITED STATES

760●●●610
le●●●●●●●●●●●●@gmail.com

View this contact

Pizza Pie #1

Craig Cassidy

9451●●●● Box

Vict●●●●ille , California, 92395

UNITED STATES

760●●●610
le●●●●●●●●●●●●@gmail.com

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Financial Vision & Investment Services, Inc.

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1

Concepts | FVIS – Financial Vision and Investment Services

http://getfinancialvision.com/personalfinancial-strategies

How Much Will You Earn in a Lifetime? Capital Needed to Replace Earning Power. Personal Financial Security Needs. Odds of Dying (Male). Odds of Dying (Female). How Much Life Insurance Do I Need? Sources of Funds During a Critical Illness. Financial Independence at Retirement. Importance of Planning for Retirement. Capital Required at Retirement. The Price of Delaying Retirement Savings. Odds to Living to Retirement at Age 65 (Male). Odds to Living to Retirement at Age 65 (Female). The High Cost of Dying.

2

March | 2013 | FVIS – Financial Vision and Investment Services

http://getfinancialvision.com/2013/03

Different Types of Investments. Posted by Craig Cassidy on March 15, 2013 in Types of Investments. With No Comments Yet. Overall, there are three different kinds of investments. These include stocks, bonds, and cash. Sounds simple, right? Well, unfortunately, it gets very complicated from there. You see, each type of investment has numerous types of investments that fall under it. Before you start investing, it is very important that you learn about the different types of investments, and what those inve...

3

FVIS Intro | FVIS – Financial Vision and Investment Services

http://getfinancialvision.com/fvis-intro

8220;Investment Adviser Representative of and investment advisory offered through Royal Fund Management, LLC, a SEC registered investment advisory firm.”. Craig R. Cassidy, IAR. 12180 Ridgecrest Road, Suite 110. Victorville, CA 92395. Different Types of Investments. Financial Vision and Investment Services. 12180 Ridgecrest Rd, Suite 110. Victorville, CA 92395. 2016 FVIS – Financial Vision and Investment Services - Privacy Statement. Website by Financial Vision and Investment Services, Inc.

4

Calculators | FVIS – Financial Vision and Investment Services

http://getfinancialvision.com/calculators

These handy financial calculators cover areas of interest ranging from savings goals, to paying off credit card debt, getting your home budget in order and reviewing insurance needs, to getting a handle on your retirement situation. Be sure to contact my office if you’d like to discuss any of the financial needs covered by these calculators. NOTE: Vista users may need to upgrade to Java V1.6 ( upgrade. Long Term Care Calculator. Taxable vs. Tax Advantaged Investments. Don’t Delay Your Savings!

5

Worksheets | FVIS – Financial Vision and Investment Services

http://getfinancialvision.com/worksheets

The worksheets that follow can be used to help put your “financial house” in order, as well as to help ease the burden of uncertainty that most families experience after the death of a loved one. Be sure to contact my office if I can assist you with any of the planning needs covered by these worksheets. Bank and Brokerage Accounts. 8220;Investment Adviser Representative of and investment advisory offered through Royal Fund Management, LLC, a SEC registered investment advisory firm.”. Victorville, CA 92395.

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Visit the non-profit Life and Health Insurance Foundation for Education and view real life stories about our products in action. The Facts of Life. Life Events and Financial Decisions from Smartaboutmoney.org. Created and maintained by the National Endowment for Financial Education. Financial Vision is an independent privately-owned and registered investment advisor firm. Our focus is on what is best for you, the client. We have created the Financial Vision and Investment Services. Help put your “f...

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