Meet Your
Vinson Financial Group Team
Jay Vinson
Financial Advisor
“We always want to help leave people in a better place than we find them.”
One of 15 children, Jay’s mother dropped out of school in eighth grade to pick vegetables and help provide for her family. His father began working at nine years old, folding towels in a laundromat. They instilled their strong work ethic in their children, along with the sense that Jay and his brothers could accomplish anything they wanted if they worked for it. For over 20 years, Jay has used his parents' teachings to help build his firm, dedicating his career to helping people achieve their financial goals and pursue their desired lifestyles.
Steve Tepfenhart
Financial Professional
Everyone deserves access to financial advice. The team at Vinson Financial Group can help you work toward your financial goals.
Steve is committed to his clients’ well-being, and his personal mission is to help them feel more confident in their finances so they can enjoy a comfortable retirement.
The 4D Journey
Four easy steps to help build confidence in your financial future
Discover
Discover
We’ll discuss your vision for the future and your concerns, then gather data to complete your financial blueprint.
Develop
Develop
During a collaborative session, we’ll review your financial blueprint and your current fiscal house.
Discuss
Discuss
We'll discuss potential areas of improvement to your current fiscal house and show you what changes we suggest to help make it better.
Deploy
Deploy
Together, we’ll take action steps to help build up your fiscal house.
Instant Download
Can Your Fiscal House Weather the Elements?
Does your financial abode need remodeling? It’s not always wise to do it yourself. Our complimentary eight-page guide provides a blueprint for a diversified fiscal home that can remain intact amid even the most oppressive external elements. Download instantly to learn how:
- Risk levels vary among an ideal portfolio’s foundation, walls and roof
- Custom-built risk management strategies can function as insulation
- Index-linked vehicles can help create a low-maintenance shelter
We offer services in these areas:
At Vinson Financial Group, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
Grow
Retirement Income Strategies
Wealth Management
Annuities
Investments
IRA/401(k) Rollovers
Preserve
Asset Preservation Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies
Give
IRA Legacy Planning
Insurance products are offered through the insurance business Vinson Financial Group, LLC. Vinson Financial Group, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Vinson Financial Group, LLC are not subject to Investment Advisor requirements.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Vinson Financial Group, LLC is not affiliated with or endorsed by the U.S. Government or any governmental agency.
Ready to start building financial confidence?
Click the button below to schedule a meeting or register to attend an event and start taking control of your financial future.