Craig R. Cassidy

Financial Vision & Investment Services Inc.


We have created this website to help you gain a better understanding of the concepts behind retirement income planning and estate preservation. We hope you see the value of working with highly skilled professionals with over 25 years of experience in financial and estate planning and are committed to maintaining the highest standards of integrity and professionalism. Our commitment is to know and understand your financial situation and provide you with only the most comprehensive planning that will help you reach your retirement goals.
Check this firm on

Free Life Guides

Valuable information and guidance for a variety of life events.

Financial Concepts

Simple explanations for otherwise complex financial issues.


Business Strategies

Strategies for the financial well-being of your business.


Financial Worksheets

Help put your "financial house" in order with these financial worksheets.


Financial Calculators

Check out these handy financial calculators today!

Inspiration

Quotes and articles help your attitude or as "food for thought."


Important Links

Links to sites are provided as a courtesy with no representation as to the accuracy of information contained therein. We assume no liability for the content and you assume total responsibility and risk for use of these sites.


Life Happens

Visit the non-profit Life and Health Insurance Foundation for Education and view real life stories about our products in action.

Smart About Money

Learn more about life events and financial decisions from Smartaboutmoney.org created and maintained by the National Endowment for Financial Education.

Resource Center

Use this area to find thousands of state-specific government documents and forms, as well as a wide variety of legal FAQs