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Financial Visions

Financial Visions is the preferred #1 financial strategies firm for high net worth individuals providing asset protection & tax minimization.

• We are an Advanced Financial Strategy Firm providing expertise in creative & strategic planning.
• We provide high net worth individuals and businesses with unique solutions designed to solve the client’s most pressing problems.
• We work comprehensively to assure the family legacy.

The mission of Financial Visions is to provide collaborative expertise in asset protection, taxation, and legacy planning to high net worth individuals and businesses using creative solutions uniquely designed to help clients achieve their goals through comprehensive planning.

The company started in 2001 by Elizabeth Henderson. Elizabeth earned a Master’s Degree in Business Administration (MBA) with concentrations in Finance and Actuarial Science from Carlson School of Management (U of MN) in 1999. She began working at Deloitte & Touche as a HealthCare Actuarial Consultant, followed by GMAC-RFC as a Financial Analyst prior to working in Financial Consulting. Her greatest strengths are researching & solving complex problems for people. Elizabeth is quite personable for an analytical type. She educates her clients as she solves their perceived problems so they become that much stronger for future situations.

Financial Visions is more than one person, however. It is a collaboration of experts within the field of Finance. We pull into play the experts needed to solve the most complex of problems as they arise for each unique situation. Due to our focus on complex situations we tend to work primarily with higher net worth individuals and more specifically, business owners. We are well equipped to help our clients build and protect their assets against future “predators” through collaborating with CPAs and Attorneys in strategic placement of assets as well as through the type of assets chosen.

Financial Visions helps clients so they can focus on what they do best!