Over time we have fine-tuned our unique four step process, The Gold Standard. Please check our side navigation bar for an overview of the benefits of our unique process and the 4 steps we take with you.

 

We hold regularly scheduled educational events at our office on a monthly basis. Please check our events page for specific dates and times.

“I founded this company to help educate people about the common bonds between their personal and financial worlds so they can take action on their biggest priorities."

-Jim Velazquez

Matthew Velazquez

Planning Partner / CIO

 

As Jim’s Planning Partner, I assist Jim and his clients throughout their journey in our unique 4 step process. 

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Contact Information:

New Vision Solution Financial Services

2451 McMullen Booth Road, Suite 268

Clearwater, FL 33759

Phone: (727) 791-9155

Fax: (727) 791-4575

Info@NewVisionSolution.com

Our 4 Step Process
The LEAP PS&G Model

Jim Velazquez

Financial Strategist / CEO

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