Concierge Services

Visionary Wealth Advisors provides service to our clients that goes well beyond financial planning and risk management. We look out for you, help you take care of things that need to get done, and work to simplify many of life’s complexities.

Dream Realized: I want things taken care of with a simple phone call, so I can stay focused on running my business.

Dream Realized: I want things taken care of with a simple phone call, so I can stay focused on running my business.

Many important decisions and tasks require the services of multiple professionals, such as attorneys, CPAs, bankers, or tax preparers. When you need to refinance your home, prepare your taxes, or draw up a will, for example, you just give us a call and we will coordinate the resources you need, so that all you have to do is come to our office and sign the documents. We can even arrange to have the fees from all outside professionals combined into one bill.

We are working on expanding our complimentary concierge service to not only make tasks simpler, but to help you enjoy life to the fullest. Watch for an announcement in the near future.