Videos

Andrea Lee and Brett Rice discuss the gender gap in investing and retirement savings. #coreVISIONFG #RetirementSavings #GenderGap

Beau won the Shelby County Chamber of Commerce's new Maverick "Beau Browning" award at their gala in April 2023.

Grant Reeves and Brett Rice discuss Long Term Care Planning and the basics of it.

Brent Thoman discusses changes to retirement legislation that recently passed in the federal government.

Brett and Andrea discuss new contribution limits for 2023 for most retirement plans along with 529 and HSA.

See what our CV families have been up to this year! We wish all of our clients a very Merry Christmas and a Happy New Year. From our families to yours! #coreVISIONcrew