3D Solutions

Tap each module to reveal its description


Financial Literacy
Retirement Readiness
Financial Coaching


Benefit Restoration
Executive Benefits

Risk Mitigation

Plan Design
HR Support
Investment Management

Process, Oversight & Governance

Audited Advisory Process

As a CEFEX-certified firm, VisionPoint Advisory Group is committed to adherence to a defined standard.  We are evaluated annually by an outside audit firm on the Prudent Practices for Investment Advisors made up of 21 practices and criteria.  This standard captures the industry’s best practices such as investment due diligence, Investment Policy Statement development and maintenance, and client confidentiality.

We partner with the Centre for Fiduciary Excellence for our process, oversight and governance.

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