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Protect and grow the wealth you worked hard to obtain.

Dan Saccal

Our goal is to help people make good decisions and gain understanding in their finances, providing them lives free from financial worry.

About Us &
What Truly Matters

Dan Saccal, founder of Vision Wealth Management, draws on over three decades of finance experience to guide individuals through the complexities of personal finances. Motivated by a genuine desire to educate people away from financial confusion, Dan envisions a future where his clients' later years are their best.

People Matter

Every person has incredible value and deserves respect and honor. People first, money second is a priority statement that places people and relationships ahead of financial matters.

Integrity Matters

We conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.

Communication Matters

Good communication with our clients builds and maintains the trust that is necessary for business relationships to reach their full potential. We strive to communicate frequently, timely, truthfully, and relevantly.

Service Matters

Good service is practical and great service is necessary. We will pursue perfection and in so doing “catch a little excellence along the way.” - Vince Lombardi

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Our Services

Confidence.

Security.

Peace of Mind.

We help individuals in or near retirement by offering financial products that safeguard lifetime income and growth while protecting their principal from market fluctuations. Whether through direct guarantees or synthetic combinations, our clients enjoy a dependable source of income and growth, unaffected by market changes or global events.

Retirement Planning

Financial decisions to secure a comfortable future after work, including saving, investing, and budgeting wisely.

High Net Worth Investing

Strategic financial decisions and asset allocation tailored for individuals with substantial wealth to maximize returns and mitigate risks.

Retirement Income Planning

Strategizing to ensure a steady stream of income during retirement through smart investment and financial management.

Estate Planning

Arranging the distribution of assets after death to minimize taxes and ensure they are allocated according to your wishes.

Tax Planning

Strategizing to minimize tax liabilities and optimize financial decisions within the legal framework.

Volatility Protection Strategies

Implementing measures to shield investments from market volatility and mitigate potential losses.

Maximizing Social Security

Strategically planning to maximize Social Security benefits during retirement.

Reviewing Life Insurance Coverage

Assessing and updating life insurance policies to ensure they align with current needs and goals.
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Our Team

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Dan Saccal

Owner // Advisor

Dan Saccal is a financial professional with over 30 years of experience in the industry. Holding a degree in finance since 1988, he has dedicated his career to simplifying the complexities of personal finances. Recognizing the confusion and overwhelming nature of financial decisions, Dan's mission is to serve as a reliable source of information, helping people make informed choices to ensure their later years are their best years.

Specializing in assisting those approaching or in retirement, Dan addresses critical questions about ensuring sufficient income and growing assets in a volatile world. His approach revolves around providing guarantees through financial products that offer lifetime income, growth, and protection against market downturns. With a commitment to helping clients live financially worry-free lives, Dan combines his extensive knowledge and experience with an empathetic ability to listen to clients' goals and concerns, crafting personalized plans that allow for capitalizing on gains during prosperous times and safeguarding against losses in challenging periods.

Beyond his financial expertise, Dan Saccal enjoys travel, sports (particularly football) and playing golf and tennis when he can!  Dan exercises regularly, but also stated "I’m not sure if I actually enjoy exercising, but I have gotten into the good habit of doing it regularly!" - Dan is also a skilled cook, but above all, he loves spending quality time with his family, regardless of the activity or location!

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Dan Saccal

Owner // Advisor

"I know that personal finances can be confusing and overwhelming to people and I want to be a reliable source of good information "

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Nate Arroyo

Case Design Advisor

Nate is a specialist and expert when it comes to the area of annuity and life insurance products as they relate to safe money strategies. In the past he has worked with many of the nation's leading advisors, which gives him a level of experience and knowledge when it comes to advanced case design, training, product positioning, and service second to none when it comes to a client's financial goals. Nate truly believes that when working with an advisor and their clients, having the proper perspective of the clients' financial goals, and retirement outlook, enables him to help recommend a plan that solves many retirement solutions.

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Nate Arroyo

Case Design Advisor
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James Jurica

CFP® CLU® CHFC® RICP®

James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client.

James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.

Advisory services offered by Wealth Watch Advisors, LLC. Wealth Watch is an independent advisory service and not affiliated with Vision Wealth Management nor any of it's affiliates. The company, and its investment adviser representatives, may not accept orders to affect purchase or sale transactions, accept funds, securities, or similar instructions via email or voicemail.

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James Jurica

CFP® CLU® CHFC® RICP®
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