- Johnson City, NY – Visions Investment Services (VIS), the wealth management arm of Visions Federal Credit Union, is proud to add Planning with Purpose to its family of investment partners. Founded by Gerri Harrison, CFP, ®, EA, Planning with Purpose is a financial firm serving the Greater Binghamton, NY, area since 2005. Harrison has worked in tax preparation and financial planning for almost 40 years, developing relationships with clients throughout the region. According to Harrison, Planning with Purpose joined VIS to ensure continued support for current accountholders. “Our clients now have a much larger team…, Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC)., Insurance products are offered through LPL or its licensed affiliates. Visions Federal Credit Union (VFCU), Visions Investment Services (VIS), and Planning with Purpose , are not, registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using VIS, and may also be employees of VFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, VFCU, VIS, or Planning with Purpose. Securities and insurance offered through LPL or its affiliates are:, Not Insured by NCUA or any other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value, LPL Tracking #1-05245908