Collaborative Planning Strategies
Choosing a Financial Representative with whom to entrust your financial security is a decision not taken lightly. Visionary Financial Services promises an open, trust-based relationship, with a written plan, regular reviews, and the assurance your needs will come first. At arm's length, we have a team of professionals to work together to see all of the financial angles and fully meet your needs and goals.
Review Current Legal Work
Explore Legal Opportunities
Evaluate Tax Implications
Retirement Contribution and Distribution Planning
Review Current Portfolio Holdings
Analyze Investment Strategies
Asset Allocation and Planning Diversification
Visionary Financial Services strives to work with the client’s current professionals and has resources available if special situations arise.