top of page
Leave a Lasting Legacy for Your Loved Ones
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance. We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse.
About
Soeren Svendsen
Meet Soeren Svendsen, President of our Meeting Planning Service Company. With expertise since 2002, Soeren assists clients in achieving financial goals and retirement. Let Soeren guide you towards financial success!
Happy Clients
Natalie J. Whittier
I met Soeren at Vision 8 almost 10 years ago and moved my $100,000 IRA to them. Now, my account has grown to $204,760. Vision 8 removed the risk and found a better return than I expected. I highly recommend them to anyone looking for safety and peace of mind with their retirement legacy.
Esperanza A.
Soeren prepared a plan that insulated me from the risk of market fluctuation while ensuring a guaranteed
return that outperforms other investment vehicles. I can now see that I am making strides towards my
retirement, and it is giving me a greater piece of mind.
Victor C.
Soeren helped my family set up a safe investment strategy for our grandchildren's college fund. Not only was the investment secure, but it also grew faster than inflation. My wife and I never attended college, so it’s a great joy to know our grandchildren will have the opportunity to further their education.
bottom of page