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Retirement Planning

Vision Wealth Management

A retirement date can turn years of saving into a series of important decisions. Vision Wealth Management helps individuals and families evaluate their retirement income, investments, insurance needs and tax-efficient strategies.

Your retirement readiness conversation can cover:

  • How your savings may support your retirement lifestyle.
  • When to consider Social Security and retirement account withdrawals.
  • Potential tax issues with retirement income.
  • How investments and insurance fit into your broader plan.

Retire with confidence

Our Planning Process

Our three-step planning process works to help identify and implement suitable financial solutions for helping our clients meet their needs and achieve their goals and objectives for retirement.

01

Start Smart

02

Apply Discipline

03

Communicate Progress

01

Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement solution.

Six Fundamental Financial Planning Considerations

Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We look at how you feel about each part of your plan and show you how those choices could impact your money over time. This allows us to build customized solutions to help you achieve your financial objectives for retirement.

Longevity

Outliving financial assets as the result of a longer life.

Inflation

Reduction in real purchasing power as the result of increasing cost of living.

Mortality

Loss of financial assets as the result of a partner’s or spouse’s death.

Liquidity

Limited access to assets to meet life’s unexpected financial needs.

Market

Unexpected reduction in the value of financial assets at the time of withdrawal.

Taxes

Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.

02

Apply Discipline

A Retirement Solution Designed for You

Next, we design a retirement solution that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

Our Services, Your Future

We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored solution that we continue to monitor and adjust for you and for your family’s future generations.

Explore options to protect your income in the event of an illness or injury that prevents your ability to work.

Develop strategies to protect assets against the effects of inflation.

Safeguard your loved ones and your home with mortgage protection so they can afford keep your family’s home.

03

Communicate Progress

Our Commitment to You

Lastly, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.

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Annual Review

Have a Question?

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Here For You

Meet The Team

Jeff Marcon

Matthew Person

Brandi L. Tamor

RR

Retirement Resources

Complimentary Educational Resources

We keep you informed about your income plan by giving you clear updates, reaching out proactively, and making sure our team is always easy to reach whenever you need us.

Our Upcoming Events

Events in November 2026–January 2027

  • There are no events scheduled during these dates.

Our Downloads

Stress Free Retirement

This book has done for the annuity marketplace what Tax-Free Retirement did for life insurance. The response has been overwhelming. Nearly every person who reads this book wants to schedule a follow up with the person who gave it to them to discuss how this product can enhance their retirement. Don’t miss out! This is the book you have been waiting for. A book that could revolutionize your retirement years.

Financial Calculators

CalcXML Financial Calculators

PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.

Financial Literacy Videos

Ready To Talk?

Schedule Your Complimentary Retirement Review Today!

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Contact Us

3200 Lake Villa Dr.
Suite B,
Metairie, LA 70002

(504) 370-3900

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vision Wealth Management are not affiliated. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction. Fixed Insurance offered through Vision Wealth Management. Cambridge does not offer tax or legal advice.

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              We are waiting to help you retire in confidence.

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              Contact Information:

              3200 Lake Villa Dr.
              Suite B,
              Metairie, LA 70002

              Phone: (504) 370-3900

              Contact Us






                Speak With Vision Wealth Management Today!







                  Discover how to reduce the potential challenges of the investment landscape in retirement.

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                            Speak With Vision Wealth Management Today!







                              Rita Nelson

                              Office Manager

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                              Brandi L. Tamor

                              Brandi L. Tamor has spent more than 20 years helping individuals and families protect what matters most. She focuses on helping people find the right life insurance and long-term care coverage—without confusion or pressure.

                              Brandi’s strength is making complicated decisions simple. She takes the time to understand each person’s situation, explain options in plain language, and guide them toward a solution that fits their needs, budget, and long-term goals.

                              She works with people who are planning for retirement, already retired, or running a business. Whether it’s protecting income, preparing for future care needs, or making sure loved ones are taken care of, Brandi helps clients make confident, informed choices.

                              Because she works with a wide range of insurance providers, her recommendations are unbiased and tailored specifically to each person—not a one-size-fits-all approach.

                              In addition to working with clients, Brandi also leads a professional program Relational Leadership Experience (RLE), that helps organizations build stronger teams and better relationships, reflecting the same people-first approach she brings to her insurance work.

                              Matthew Person

                              Matthew Person, managing member of Person CPA Group, and his firm provide accounting, tax services, financial advising, and business consulting to individuals, businesses, and non-profit organizations. Person CPA Group also offers QuickBooks software for small business accounting. Matthew has been a CPA for more than 29 years and is a graduate of the University of Mississippi where he received a Bachelor of Accountancy degree in 1990.

                              Matthew has worked both in industry as well as public accounting for 18 years, where he gained a vast variety of work experience and knowledge of small business accounting issues. Matthew’s professional memberships include the American Institute of Certified Public Accountants, the Louisiana Certified Public Accountants, the New Orleans Chapter of Certified Public Accountants, a QuickBooks Certified ProAdvisor, and holds a Life, Health, & Disability Insurance license.

                              Jeff Macron

                              This is My Story:
                              My career journey to becoming a financial advisor is curious, yet looking back now, was somewhat predictable!

                              My First Jobs
                              No one ever told me, “Son, go get a job.”

                              I just remember always wanting to make money, and to be in control of how much I earn.

                              When I was only 7 or 8 years old, I collected pecans and figs from our yard and neighbor’s yards, and would bag them up in brown paper bags, write 25 cents on outside in permanent marker and sell them on a busy street corner.
                              Then only few years later, I’d ride my bike about 2 miles to work at local Shoney’s as a night-shift dishwasher (man, the free fudge sundae every shift was amazing!)

                              By the time I was a freshman in high school, I had saved enough to buy my first car: a burnt yellow Toyota Corolla, with heavy aluminum mag wheels, and an 8-track player wired somehow in the glove compartment. Oh yeah, I was hot stuff, brother!

                              Service and stepping stones to prosperity
                              Sophomore & Junior years of high school, I was busboy at a very busy restaurant, Ralph & Kacoo’s, working pretty much every Friday and Saturday nights. Then later in my Junior year and then Senior year, I was able to become a waiter. I’d bring home $100 + in tips almost every shift, so I was high-rolling in cash.

                              Did I save money aside from spending? I don’t recall. Unlikely, because I didn’t have a financial mentor (my single mom lived paycheck-to-paycheck.) But I do know that I was excited and proud that I paid for my own stuff and worked hard for my money.

                              I knew then that money was a tool to get you where you want to be. But if you do not know how to use that tool appropriately, it is useless.
                              Old and new dreams

                              I attended college at Louisiana State University as a Journalism major, wanting to be a sports reporter. Freshman year LSU, I was hired as a sports reporter on the college newspaper, the Daily Reveille, a prestigious and nationally known college newspaper. I interviewed Dale Brown, Skip Bertman, Tommy Hodson and many other famous LSU athletes.

                              My grandiose dream of being a major sports writer died quickly when I realized – though I was an exceptional writer – journalism was not for me for two simple reasons: it would take years to make good income and to do so would require years of moving from city to city, newspaper to newspaper. No bueno for me.

                              Upon graduation, I had a short stint as a PR assistant, then intern reporter, then a part-time waiter, where I was approached by a sales manager I served to enter sales.

                              Hurricane Katrina and a new career path
                              After about 12 years of sales, Hurricane Katrina hit my area. My sales job was intact, but my territory was dramatically altered. I knew this was my sales’ job end and an opportunity for change.

                              By God’s favor, a friend invited me to interview with a nationally-known firm, and in 2010 was hired to become a financial advisor.

                              Street-corner sales selling figs and pecans to helping people build wealth
                              So now many sales’ calls later and 15+ years of investment training under my belt, I ended up back at my roots: running my own business, and now showing others how to accumulate wealth. All my experiences, good, bad and some ugly, from selling figs on the corner to now, all led me to create Vision Wealth Management.

                              Vision Wealth Management is a financial services firm that understands how every person, family and situation is different and needs unique solutions to fit all needs. I believe in goals-based planning which considers a client’s financial goals, lifestyle, health, retirement age, and desired legacy they want to leave and more.

                              Financial Advisor and Dad
                              My greatest accomplishment is not my business nor my bank account, but my incredible children, Kaylyn, Kyle and Kade.

                              All three of my children respect hard work and the fruits of it, and most importantly, love God with all their heart.

                              The greatest legacy I can have is knowing I’ve taught them to work hard, respect others, love others and God. And that I’ve loved others as God loves me.

                              “No one is useless in this world who lightens the burdens of another.”
                              Charles Dickens

                              Discover the little-known solution for realizing tax-free income in retirement.

                              To receive a complimentary copy of Tax-Free Retirement, complete the form below.











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