Access my Finances or Vault
View all your finances including your 401k, annuities, 529 plans, documents in your Vault, cash flow projections, insurance summary, net worth statement, and TD Ameritrade or Charles Schwab account.
Access my Investments
View real time values and holdings of your TD Ameritrade accounts, monthly statements, confirmations, tax forms.
DreamCenter: Your Complete Financial Picture
Visionary is about defining life goals & realizing dreams. Almost as important as having sound financial advice, is having smart financial & organizational tools to help you along the way.
We use the DreamCenter, an online program that lets you see all your finances – from bank accounts to investments to retirement projections in one place. It includes financial calculators and other helpful tools to give you a more realistic financial picture. Our DreamCenter is where the plans and projections designed to achieve your dreams are literally at your fingertips from any computer or smartphone.
The DreamCenter also provides a digital vault to keep all your important documents. The deed to your home, loan papers, lease agreements, contracts – anything that’s too important to lose, we can scan and place in your private digital vault. In the vault, your important documents can never be lost, stolen, or destroyed by flood or fire. They are safe and accessible to you anytime day or night.
Being able to organize your finances, so you know your complete financial picture at any moment, can be extremely valuable when you have important life decisions to make. Having all your important papers readily available when you need them will save time and reduce stress when big opportunities arise, or major life events occur.
Philanthropy in Financial Planning
One of the greatest joys of building wealth is the ability to use it to promote the greater good.
Our approach to financial planning always begins with discovering your core values, which may include a love of art, a desire to help people in need, promote animal welfare, education, the environment or any cause. Whatever aspects of life you value and cherish, we encourage their support through philanthropy.
Philanthropy during your lifetime, and afterward through estate planning, can be generated through strategic investments in chartable funds and trusts. We can help you set up funds to generate an ongoing stream of revenue for any charitable organization. These funds provide needed support for your causes and substantial tax savings for you.