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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. |


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“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 |
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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: |
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New Vision Solution Financial Services 2451 McMullen Booth Road, Suite 268 Clearwater, FL 33759 Phone: (727) 791-9155 Fax: (727) 791-4575 |
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Jim Velazquez Financial Strategist / CEO |
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© Copyright 2009 New Vision Solution. All rights Reserved. |
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