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Our Services

Planning For Pre And Current Retirees

Check out our full list of retirement planning services.

IRA Rollovers
An IRA rollover is an effective way to keep your money accumulating tax deferred.

IRA's: Traditional and Roth
Make the most of the tax benefits offered by IRAs.

401k Rollovers
Gain maximum control over your retirement funds.

457 & 403b Rollovers
Learn about the benefits of a 457 or 403b rollover.

Retirement Planning
Take charge of your future today.

Planning For Tomorrow
Prepare for tomorrow with complete confidence.

Stocks, Bonds & Mutual Funds
Make stocks, bonds or mutual funds a part of your portfolio.

529 College Savings Plan
Learn how to set aside funds for future college costs.

Alternative Investment Strategies
Learn the details of a real estate investment trust.

Annuities offer flexible payout options that help retirees.

Estate Planning
Manage your assets for tax efficiency and retention of wealth.

Financial Planning
We offer a financial planning approach focused on you!

Insurance Planning
There are many different types of life insurance available. We can help you choose what’s most appropriate for you and your family.

Disability Insurance
Protect your family, your assets and your lifestyle!

Life Insurance
Life insurance can protect your family’s future.

Long Term Care Insurance
Talk about long-term care – before you need it.

Planning For Small Business Owners
As a small business owner, there are options to consider for retirement. Here are a few of our most popular services!

A SIMPLE IRA plan allows employees and employers to contribute to traditional IRAs.

SEP Plans
SEP plans allow employers to set aside money for themselves and their employees.

Profit-Sharing Plans
We can help you set up a profit-sharing plan for your business.

Company 401k Plans
Set up and manage a 401(k) plan that meets the needs of your company.

Defined Benefit Plans
Learn about the pros and cons of a defined benefit plan.

Money Purchase Plans
A profit sharing plan may be a great solution for your business. Learn more!

“The Only Thing Worse Than Being Blind Is Having Sight With No Vision”
– Helen Keller

Visionary Financial Group provides financial planning and investment management services, combined with a faithful commitment to our clients. Our mission is to build long-term relationships built on trust, integrity and honesty and to make a positive difference in the lives of the people we serve.

At Visionary Financial Group we work solely for our clients. Many people spend time thinking about their financial future, but far fewer take the important step of creating a plan that works, and taking action to put that plan into place.

Visionary Financial Group’s philosophy is one of simplicity and integrity. We believe that for you to trust us with your financial future, you first need to understand your options. Our process is more of an education for you, in order for you to make the best decision for your personal situation. Our belief is that if you don’t understand something, you shouldn’t be going that direction with your decision or your money.

Our Guiding Principle: The Golden Rule. “Do unto others as you would have them do unto you.”

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  972-539-0002