HomeTechnologyVirtual RealityVision Retirement Introduces Cost-Effective 'Test Drive'

Vision Retirement Introduces Cost-Effective ‘Test Drive’

RIDGEWOOD, NJ, Nov. 30, 2022 (GLOBE NEWSWIRE) — Independent Consulting Firm Vision Pension, headquartered in Ridgewood, New Jersey, has announced the unveiling of its brand new VR Test Drive option designed specifically for prospective customers. The solution provides an in-depth view of a client’s current finances, a simple one-on-one relationship with a CFP® professional, and the ability to better assess whether Vision Retirement best meets the needs of clients over the long term. the customer.

A complete package, VR Test Drive includes an investment portfolio analysis with risk score identification and a “current versus ideal” investment allocation comparison, tax planning observations to identify tax-saving opportunities, as well as a personalized scorecard that gives potential clients a visual snapshot of their net worth. The affordable one-time fee is $295. After the initial assessment, if a potential client decides to partner with Vision Retirement as a client within 30 days, the fee will then be credited back to his or her account to provide solid consulting, planning, and/or tax preparation services. obtain a future date.

“Joining a consulting firm can feel daunting, especially when it comes to fully examining the state of your finances and understanding what direction is needed for optimal financial well-being, today and in the future,” says Paul Muller, AEP®, CFP® and founder of Vision Pensioen. “We created VR Test Drive as an introductory solution for potential clients to connect with a CFP® professional and ultimately feel prepared for the road ahead.”

Prospects can schedule a VR test drive appointment either in person at Vision Retirement’s offices in Ridgewood, New Jersey or Poughkeepsie, New York, or on a virtual basis. The $295 fee is then refunded to the account of anyone who signs up as a customer within 30 days. For more information on VR test drive, visit www.visionretirement.com/testdrive.

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About Vision Pension

Vision Retirement is an independent registered advisor (RIA) firm headquartered in Ridgewood, New Jersey. Vision Retirement was launched in 2006 to help people better prepare for retirement and feel more confident in their decision making. Vision Retirement’s mission is to provide clients with clarity and guidance so that they can enjoy a comfortable and stress-free retirement. For more information, call 201-447-2212 or visit www.visionretirement.com.

Contact details:
Paul Muller
Founder & CCO

Related images

Figure 1: VR test drive

Vision Retirement has made it easier for potential clients to connect with a CFP® professional and assess whether they are a good fit.

This content is published through the press release distribution service at Newswire.com.



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