For over 20 years, Craig R. Cassidy has been helping family, friends, and neighbors meet their financial goals and plan for the future. Craig has pursued a singular mission – to develop retirement income plans to help his clients ensure their “golden years” are just that, truly golden, and in the process, create an income stream for life.
Craig, born in Michigan, has made the High Desert of California his home since 1981. During that time, he realized his calling in life and opened an investment firm, Financial Vision & Investment Services, Inc., which is dedicated to educating clients and helping them make sound financial decisions in all stages of life.
As an IAR (Investment Advisor Representative), Craig has worked with hundreds of clients from coast to coast, employing comprehensive planning services and development strategies with the goals of helping clients increase income, reduce taxation, and never run out of money in retirement.
Financial Vision is completely independent and works exclusively on behalf of its clients, not financial companies or brokerages. Rather than utilize the “one size fits all” approach that is so common in today’s retirement planning, Financial Vision starts with a clean slate to design a custom-fit retirement plan for each client.
Craig works with his wife, Patricia, and recently partnered with Edward Turner. They have a strong commitment to their clients and are often referred to as “the Advisors who care.”