What Issues Should I Consider Before I Update My Estate Plan?

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About Vision Wealth Planning, LLC

Vision Wealth Planning, LLC exists to meet the wealth management goals of individuals and families. In pursuit of this objective, we combine sophisticated financial planning with expert investment management solutions that are always tied together to seek the highest probability of successful financial outcomes.

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The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. Mark Smith is a CERTIFIED FINANCIAL PLANNER™ professional. Learn more at www.cfp.net.

The Financial Planning Association® (FPA®) is a leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA is the Heart of Financial Planning™ and represents a promise of financial well-being, hoping to create a world where everyone thrives and prospers.

Based in Denver, Colo., FPA has nearly 100 chapters throughout the United States representing tens of thousands of members involved in all facets of providing financial planning services. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the premier resource for the public to find a financial planner who will deliver advice using an ethical, objective, client-centered process. Mark Smith is a member of the FPA.

Founded in 1887, the American Institute of Certified Public Accountants (AICPA) represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. The AICPA develops professional standards for CPAs; provides educational guidance materials to its members; develops and grades the Uniform CPA Examination; and monitors and enforces compliance with the profession’s technical and ethical standards.

The AICPA’s founding established accountancy as a profession distinguished by rigorous educational requirements, high professional standards, a strict code of professional ethics, a licensing status and a commitment to serving the public interest. Mark Smith is a member of the AICPA and the VSCPA.

The Virginia Society of Certified Public Accountants (VSCPA) is the Virginia’s leading professional association dedicated to enhancing the success of all Certified Public Accountants (CPA) and their profession by communicating information and vision, promoting professionalism and advocating members' interests. Mark Smith is a member of the AICPA and the VSCPA.

Congress Wealth Advisor Solutions is a division of Congress Wealth Management (formerly Pinnacle Advisory Group), one of the leading wealth management firms in the nation, managing over $5 Billion for institutions and families worldwide. The firm partners with a limited number of qualified independent wealth management firms around the country to support their investment, client service, marketing and business practices to ensure best-in-class service to their clients. By pooling resources, VWP can assure clients it is delivering premier risk-managed investment services while also relieving the firm of the busywork that too often keeps advisors from spending more time with clients. VWP is provided with a dedicated Client Service Representative and full access to the entire staff. Please see below to meet Congress’ investment team or click here for updates from the team.

Through its Schwab Advisor Services division, Charles Schwab is a leading custodian for independent investment advisors. Schwab provides important third-party custodial services such as monthly activity and valuation statements, tax reporting, distributions and other servicing functions.

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