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Retirement Visions was created based on the knowledge that we can affect people’s lives in a big way. While most financial planning firms work with clients based on their money goals, we work with ours based on life goals, which is why we’re more in the business of life planning than anything else. Our clients are like family to us and our goal is to consciously devise strategies that enable them to pay us less than what they would be paying at a big firm - with much more personalized attention and proactive communication. Our sole purpose is to help people and to enable them to feel confident that their life can be full of possibility as opposed to worry. Big firms work to find wealthy people. We work to make wealthy people.
Featured in Kiplinger’s Personal Finance, Financial Times, Hartford Business Journal and more, Retirement Visions Owner and Founder Jay Gershman has...
Jason M. Hand
Vice President, Financial Advisor
With 15 years of experience in financial planning, Jason Hand has the innate ability to help his clients build a retirement plan that gets them...
David Sutkaitis AIF®
401(k) Investment Advisor and Financial Advisor
As a Financial Advisor at Retirement Visions, David Sutkaitis believes that a disciplined approach to wealth management is what allows people to live...
SECURE Act 2.0 - How the Change in Retirement Laws Will Affect You
SECURE Act 2.0 enjoys widespread bipartisan support and builds on SECURE Act 1.0 by strengthening the financial safety...Read More
Handy Checklist for Year-End Planning
Long-term data and my own personal experience tell me that the shortest distance between investors and their financial...Read More
There’s Always Money for Pumpkin Spice Lattes.
In another sign that consumers keep spending money despite high inflation, Starbucks reported record sales for its...Read More