Vision Retirement Introduces Cost-Effective 'Test Drive' Consultation Solution - GlobeNewswire

RIDGEWOOD, N.J., Nov. 30, 2022 (GLOBE NEWSWIRE) -- Independent advisory firm Vision Retirement, headquartered successful Ridgewood, New Jersey, has announced the unveiling of its brand-new VR Test Drive enactment that is specifically designed for prospective clients. Offering an in-depth reappraisal of a client's existent finances, the solution provides for elemental one-on-one engagement with a CFP® nonrecreational and the quality to amended measure if Vision Retirement offers the champion semipermanent acceptable for the client's needs. 

A implicit package, VR Test Drive includes an concern portfolio investigation with hazard people recognition and a "current versus ideal" concern allocation comparison, taxation readying observations to place tax-saving opportunities arsenic good arsenic a idiosyncratic scorecard that gives prospective clients a ocular snapshot of their nett worth. The affordable one-time outgo is $295. If, aft the archetypal assessment, a prospective lawsuit decides to spouse with Vision Retirement arsenic a lawsuit wrong 30 days, the interest is past credited backmost to his oregon her relationship to procure steadfast advice, readying and/or taxation mentation services connected a aboriginal date.

"Joining an advisory steadfast tin consciousness daunting, particularly erstwhile it comes to wholly looking into the authorities of your finances and knowing which absorption is needed for optimal fiscal wellness contiguous and into the future," says Paul Muller, AEP®, CFP®, and laminitis of Vision Retirement. "We created VR Test Drive arsenic an introductory solution for imaginable clients to prosecute with a CFP® nonrecreational and yet consciousness prepared to navigate the roadworthy ahead."

Prospective clients tin docket a VR Test Drive assignment either in-person astatine Vision Retirement's Ridgewood, New Jersey, oregon Poughkeepsie, New York, offices oregon connected a virtual basis. The $295 interest is past refunded to the relationship of anyone who signs up arsenic a lawsuit wrong a 30-day period. To larn much astir VR Test Drive, visit www.visionretirement.com/testdrive. 

About Vision Retirement

Vision Retirement is an autarkic registered advisor (RIA) steadfast headquartered successful Ridgewood, New Jersey. Launched successful 2006 to amended assistance radical hole for status and consciousness much assured successful their decision-making, Vision Retirement's ngo is to supply clients with clarity and guidance truthful they tin bask a comfy and stress-free retirement. For much information, telephone 201-447-2212 oregon visit www.visionretirement.com. 

Contact Information:
Paul Muller
Founder & CCO
pmuller@visionretirement.com
2014472212

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