Financial Planning and Wealth Management
Providing financial planning and investment management services combined with a faithful commitment to our clients.
For any IRA investment strategy, we’re here to help plan retirement.
From college to investing, we help make tomorrow brighter.
Small business financial planning.
Visionary Financial Group specializes in all types of insurance planning.
We believe that for you to trust us with your financial future, you first need to understand your options. We educate our clients on the products and services you need, we don’t just “sell” you things. Integrity is the foundation of our business. Our business doesn’t exist without the trust of our clients.
Working with an investment professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestor™ Pro will produce better outcomes than working with an advisor not participating in the SmartVestor™ program. Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public via the SmartVestor™ program. Neither Ramsey Solutions nor the SmartVestor™ program is affiliated with NEXT Financial Group, Inc. and are not sponsored or endorsed by NEXT Financial Group, Inc. Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC. AWARDS Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Shelly Dodge is a SmartVestor Pro, recommended by Dave Ramsey and the Ramsey Solution organization to help you with retirement, college savings and other investments.
With a SmartVestor Pro, you know that you’re getting the same type of advice that Dave would give. You can trust a SmartVestor Pro because Dave has a 20-person team that works with every SmartVestor Pro to make sure they meet your standards and give great advice.