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Vision Financial Concepts

Judson D. Mallard, CFP®, ChFC®, CFS®
Vision Financial Concepts
855 Sunset Drive, Suite 7
Athens, GA 30606

Phone:

(706) 613-2474

E-mail:

  • Linkedin

"Helping you with your retirement planning and retirement distribution needs."

Vision Financial Concepts logo: Registered Investment Adviser

Welcome to our website! We have created this site for our clients and those considering our services to serve as a resource for your financial planning needs. You can access a wide variety of helpful articles on various financial topics.  We also have financial planning calculators* to help with almost any financial situation.  We encourage you to e-mail us and use this site as an additional line of communication to our office. We will respond to your questions and comments as quickly as possible. Come back often and visit, as there will always be something new for you to explore. Enjoy your visit!  Visit out Featured Links to access other helpful sites. 

Current clients may access their WealthOne Portal by clicking the Client Login button below. 

Client Login

*Interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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How Long Will It Take to Pay my Balance?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How Long Will Your Funds Last?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck