Our Purpose
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.
President, Founder
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...
9 Bottles to Trim Wine Spending Now That Inflation Is an Issue
It sounds counterintuitive—why would a wealthy clients care about saving a little money on wine? But they didn’t get...
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A Few Thoughts about the Markets
2022 sure has been a rough one for both stock and bond markets. Fueled by fears of higher inflation caused in part by...
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Is it time for ROTH IRA conversion?
We’ve often discussed the possibility of converting a portion of your traditional IRA to a ROTH. The process involves...
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