Vision Retirement Introduces Monthly Subscription Service.

RIDGEWOOD, NEW JERSEY (November 2020)—With the world today making things look anything but normal, managing finances shouldn't be one of them. To continue its mission of helping clients put their best financial foot forward, Vision Retirement is introducing a monthly subscription-based service to ensure that money decisions made today won't negatively impact those of tomorrow.

Whether addressing routine questions or tackling life-changing events, Vision Retirement will pair each subscriber with their Certified Financial Planner (CFP®) professional for confidence and clarity in their financial and investment decisions. The New Jersey retirement advice, planning, and implementation firm is the first to offer a subscription-based service in its offices in Ridgewood and Nutley. Priced at just $69/month, Vision Retirement's plan offers ongoing access to a CFP® professional, which includes a custom investment roadmap, portfolio review, and an essentials checkup to ensure financial basics are kept current, including insurance policies and social security benefits.

"For a small investment that is essentially less than the price of a monthly cell phone bill, there's no excuse not to make sure you're on, and stay on, the right track to reach your goals," said Paul Muller, AEP®, CFP®, Founder and CCO of Vision Retirement. "By having access to meet with a Certified Financial PlannerTM professional whenever they need, we want our clients to move forward knowing that the financial decisions they're making today won't adversely impact their future."

As part of its commitment to simplifying the retirement journey, Vision Retirement offers subscribers a range of additional services. These include access to technology-related services for secure storage of important documents, a personal risk number assessment, and a monthly pulse survey to gauge market outlook and financial future. Subscribers also receive complimentary access to published market commentary and insights.  For those seeking more comprehensive services, add-ons such as fiduciary investment management and integrated financial planning are available for an extra fee. Tax services will be offered as an additional option next year.

What's more, Vision Retirement is offering all subscribers a ‘100 for 100' guarantee with the option to receive a full refund if their expectations aren't met. Subscribers of the plan can access their CFP® professional at any time by scheduling an appointment online. Video conferencing, phone, or in-person meetings are available. In addition, Vision Retirement also continues to partner with local businesses and designated groups to offer its services, including the new monthly subscription package, to employees or members at no cost to the employer or organization. To learn more or to schedule a no-obligation consultation, click here.

About Vision Retirement

Vision Retirement is a retirement advice, planning and implementation firm with offices in Ridgewood and Nutley, NJ. Launched in 2006 to better help people prepare for retirement and be more confident in their decision-making, Vision Retirement’s mission is to provide clients with clarity and guidance so they can enjoy a comfortable and stress-free retirement. For more information, call 201-447-2212 or visit www.visionretirement.com.