Important Disclosures

Compliance review still required

The registration status, licensing detail, and compensation language below reflect what's confirmed from the firm's own materials plus reasonable standard-form disclosures. This entire page still needs sign-off from qualified compliance/legal counsel before the site goes live.

Investment Advisory Affiliation

Investment advisory services offered through Royal Fund Management, LLC. View Royal Fund Management's Form CRS (PDF).

No Guarantee of Results

Nothing on this website is a guarantee of future results. Any figures, projections, or examples shown are hypothetical and for illustrative purposes only.

Not Individualized Advice

General information on this website is not a substitute for individualized advice based on your specific financial situation. A formal recommendation is only made after a full review of your circumstances.

Insurance & Annuity Products

Annuities and other insurance products are offered through licensed insurance professionals and are subject to the claims-paying ability of the issuing insurance company. Guarantees referenced apply to specific product features and are not a guarantee of the product itself, its performance, or of the firm.

Compensation

Financial Vision & Investment Services, Inc. may receive compensation, including commissions, from insurance carriers or product sponsors in connection with products purchased by clients, in addition to or instead of advisory fees. This creates a potential conflict of interest that we disclose directly to clients before any recommendation.

Licensing

Craig R. Cassidy, CSA: CA Insurance License #0B92217. Licensed to sell insurance in: CA, TX, GA, UT, NV, AZ, and has done business in 20+ states. Series 63 and Series 65 (per public advisor directories — confirm before publishing), registered to provide investment advice in: CA (per public advisor directories — confirm before publishing). PLACEHOLDER — NPN and CRD numbers still needed. Check this firm on FINRA BrokerCheck.

Not Tax or Legal Advice

Financial Vision & Investment Services, Inc. does not provide tax or legal advice. Consult your own tax advisor or attorney regarding your specific situation.