Your Vision Financial Group

What Your Vision Financial Group does

Your Vision Financial Group (YVFG) is an independent, founder-owned financial advisory practice headquartered in Cedar Rapids, Iowa, with additional offices in Burlington and Guttenberg, Iowa (the latter two added via a 2025 unification of Legacy Financial Group and Reimer Financial Group). The firm delivers personalized financial planning, investment advisory, and insurance services to individuals, families, and business owners, with particular focus on clients approaching or in retirement. Services span retirement planning, distribution planning, Roth IRAs, investment management, business and estate planning, asset protection, Social Security and long-term care planning, and disability income planning, delivered through a six-step process (Review, Analyze, Develop, Coordinate, Implement, Monitor).

Underlying technology is limited to third-party client portals rather than proprietary platforms: eMoney for financial planning and account access, NYLIFE Securities investor portal for brokerage, and account views for Mainstay Funds and American Funds, supplemented by a weekly investment newsletter (Eagle Focus Weekly). The firm's competitive positioning rests on the New York Life affiliation — products are underwritten by New York Life Insurance Company, fee-based planning is offered through Eagle Strategies LLC (an SEC-registered RIA and NYL subsidiary), and securities are offered through NYLIFE Securities LLC (FINRA/SIPC member) — and on multi-state licensure across approximately 16 states.

YVFG generates revenue from three streams: insurance commissions (term, permanent, lifetime income, long-term care, disability through New York Life and other carriers), fee-based financial planning and investment advisory through Eagle Strategies (subscription/recurring, billed annually), and securities commissions through NYLIFE Securities. The go-to-market is sales-led, enterprise-style field advisory: licensed financial advisors operate from three physical offices, deliver face-to-face consultations, and develop long-term household relationships, augmented by referral networks with clients' CPAs and attorneys, community involvement, and a strategic professional network.

Name

Your Vision Financial Group

Legal name

Your Vision Financial Group

Website

https://yourvfg.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Your Vision Financial Group is an independent, founder-owned financial advisory practice in Iowa offering personalized retirement, investment, estate, and insurance planning to individuals, families, and business owners through New York Life, Eagle Strategies, and NYLIFE Securities.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (524210)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Estate & Legacy Planning Advisory (FSAEAAAG), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Financial advisory services
• Retirement planning
• Investment management
• Life insurance products
• Estate planning services

Headquarters

HQ city

Cedar Rapids

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others

Revenue model

1. Insurance Products: Revenue from selling insurance products including term insurance, permanent insurance, lifetime income products, long-term care insurance, and disability income insurance through New York Life Insurance Company and other carriers.
2. Fee-Based Financial Planning: Fee-based financial planning services provided through Eagle Strategies LLC, a Registered Investment Adviser and wholly-owned subsidiary of New York Life. Advisors provide comprehensive financial planning and access to investment management programs.
3. Securities Products: Securities products and services offered through NYLIFE Securities LLC, Member FINRA/SIPC. Financial advisors are registered representatives offering investment products.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Your Vision Financial Group is an independent financial advisory practice that delivers personalized financial planning, retirement and investment management, insurance products, and estate and business planning services to individuals, families, and business owners. Advisory services are delivered through a six-step process (Review, Analyze, Develop, Coordinate, Implement, Monitor) by licensed advisors operating as Registered Representatives of NYLIFE Securities LLC and Financial Advisers with Eagle Strategies LLC. The firm distributes insurance products through New York Life Insurance Company and affiliated carriers across multiple U.S. states.

Product overview

Your Vision Financial Group is a financial advisory practice offering personalized financial planning services through a comprehensive, relationship-based approach. The firm provides an integrated suite of financial services including retirement planning, investment management, insurance products (term, permanent, and lifetime income), estate planning, and business planning. Services are delivered through a six-step process (Review, Analyze, Develop, Coordinate, Implement, Monitor) and include access to fee-based financial planning through Eagle Strategies LLC. The practice operates across three Iowa locations (Cedar Rapids, Burlington, and Guttenberg) serving clients in multiple states through affiliations with New York Life Insurance Company and NYLIFE Securities LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning
• Distribution Planning
• Roth IRAs
• Financial Planning
• Investment Management
• Business Planning
• Estate Planning
• Asset Protection
• Term Insurance
• Permanent Insurance
• Lifetime Income
• Social Security Planning
• Long Term Care Planning
• Disability Income Planning

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

Six partnerships are on record, tiered core, minor and major.

• New York Life Insurance CompanycoreStrategic or Co-development PartnerNew York Life is the parent company affiliation providing insurance products, back-office support, and brand credibility. The firm provides life insurance, fixed annuities, and long-term care insurance through New York Life. As a mutual insurance company, New York Life is one of the largest mutual life insurance companies in the U.S. and holds the highest financial strength ratings (A.M. Best A++, Fitch AAA, Moody's Aaa, S&P AA+) from all four major credit rating agencies.
• Eagle Strategies LLCcoreTechnology or IntegrationEagle Strategies is a Registered Investment Adviser and wholly-owned subsidiary of New York Life. Through Eagle Strategies, YVFG advisors provide fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies offers comprehensive investment advisory services and financial planning to help clients reach financial goals.
• Advanced Planning GroupminorStrategic or Co-development PartnerThe Advanced Planning Group provides New York Life agents with unparalleled assistance in estate, business, and life insurance planning. With nationwide expertise consulting on estate and business plans at all levels of wealth across all 50 states, they advise on hundreds of business and estate plans each year.
• NYLIFE Securities LLCcoreChannel Partner/ Reseller/ DistributorNYLIFE Securities LLC is a licensed insurance agency and wholly-owned subsidiary of New York Life. YVFG advisors serve as Registered Representatives offering securities products and services through NYLIFE Securities, Member FINRA/SIPC.
• Legacy Financial Group of BurlingtonmajorStrategic or Co-development PartnerEastern Iowa-based financial services firm that unified with Your Vision Financial Group as part of strategic expansion. Represents one of two firms consolidated into YVFG in 2025.
• Reimer Financial Group of GuttenbergmajorStrategic or Co-development PartnerEastern Iowa-based financial services firm unified with Your Vision Financial Group. Andrew Reimer continues to serve clients from this location following the merger. Represents one of two firms consolidated into YVFG in 2025.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• MassMutual: Mutual life insurer with affiliated financial advisors delivering insurance, retirement, and investment products through a planning-led framework. Directly comparable to YVFG's NYL-aligned model with similar advisor distribution, mutual company brand, and broad financial planning offerings.
• Cetera Financial Group: Independent broker-dealer and RIA platform supporting independent financial advisors offering financial planning, insurance, and investment services. Comparable as an umbrella platform for advisor practices offering multi-product financial services similar to YVFG's NYL-affiliated model.
• Edward Jones: Large U.S. financial advisory firm operating a similar local-office, relationship-based model with individual financial advisors serving individuals and families. Directly comparable in product mix (insurance, investments, retirement planning) and target market (Main Street and mass-affluent clients), though with much greater geographic reach.
• Ameriprise Financial: Independent advisor-led wealth management and financial planning firm with thousands of franchise financial advisors. Comparable in advisor-channel distribution, comprehensive planning services, and focus on individuals and small business owners.
• Raymond James Financial: Diversified financial services firm with a large independent advisor channel providing financial planning, investment management, and insurance. Comparable to YVFG in advisor-led model, planning services, and serving individuals/business owners in regional markets.
• Northwestern Mutual: Mutual insurer with a captive financial advisor network offering life insurance, investment advisory, and comprehensive financial planning. Closely comparable to YVFG in insurance-led planning model, advisor-channel distribution, and target segments (individuals, families, business owners).

Emerging players

• Fidelity Investments Personal Investing: Retail brokerage and advisory firm offering direct-to-consumer financial planning, retirement accounts, and wealth management. Comparable in target market (individuals and families seeking planning) but delivered via digital-first and centralized advisory teams rather than local advisor offices.

Regional players

• Modern Woodmen of America: Fraternal benefit society offering life insurance and financial planning through a field force of representatives primarily in the Midwest. Comparable in fraternal/community-driven culture, regional Midwest presence, and individual-focused financial planning approach.

Broad incumbents

• Principal Financial Group: Insurance and asset management company with a financial advisor network delivering retirement, investment, and insurance solutions. Comparable to YVFG in mutual insurer heritage, advisor distribution, and business-owner focus, though operating as a much larger public company.
• Wells Fargo Advisors: Bank-affiliated broker-dealer with thousands of financial advisors offering investment, retirement, and insurance planning. Overlaps YVFG's service scope and target clientele but operates at far greater scale under a major retail banking brand.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/your-vision-financial-group

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Your Vision Financial Group