A Positive Force
in Finance
Transparent + Straightforward + Authentic
THAT IS THE DIFFERENCE YOU GET WITH MY TEAM.
Dan Laure of Visionary Wealth Advisors is a fee-based Wealth Management Advisor committed to uplifting individuals, business owners, entrepreneurs, and families to create and manage wealth.
We accomplish this by uncovering your most important goals, dreams, and aspirations. From there, we develop a comprehensive financial plan hand crafted for your unique situation.
We work to give you your own game plan
that involves building your own play book.
Clarity = Power
I always stress to my clients, with clarity comes power. Our team will work diligently and help you uncover your deepest dreams and desires. Whether it is financial independence, establishing a legacy for your family, or becoming more conscious of your investments, we are looking forward to developing a relationship with you that goes beyond your wealth.
Work Hard + No Little Things
The only place where success comes before work is in the dictionary. This has been a guiding principal in Dan’s life, along with the notion there are no little things. Small changes compound to become big milestones over time. Whether as a decorated volleyball player and coach trying to win games or as a Wealth Management Advisor helping his clients plan their future, Dan pays attention to the small details because that makes ALL the difference over time.
EDGE BEACH VOLLEYBALL CLUB
Dan and his wife Colleen founded Edge Beach Volleyball Club in 2018. It was born out of their passion for the game of beach volleyball. With over 20 combined years of coaching experience, they have a wealth of skill and knowledge to share with the young, talented athletes in the area. Volleyball has blessed & shaped their lives in so many ways. They love that can create opportunities for players that can bless them for years to come.
CHRISTAN BUSINESSMEN CONNECTION
Dan has been active in Operation Timothy, which is a part of the Christian Business Men’s Connection. CBMC aligns with Dan’s mission to be a positive guiding influence in people’s lives. The Organization is a global men’s ministry, founded during the Great Depression, that equips business and professional men to lead well, impact their communities and engage The Great Commission. Today, men are experiencing authentic relationships that result in Christ-led businesses and Christ-centered families.
Services
Financial Planning +
Vision + Complete Picture + Understanding
Our Financial Planning process begins with listening. We discuss the most important goals, dreams, and aspirations you want to accomplish. We also understand your team and what professionals are currently contributing to the planning process. Many of our clients currently play the head coach with their finances . They coordinate with CPA’s, attorneys, insurance agents, online retirement planning portals, etc. Our goal is to put you in the owner’s box – let us be the head coach and manage the team.
Independent + Transparent
We communicate with clarity, honesty, and integrity – with ourselves and our clients. We are Fiduciaries and Fee-based – which means we are always working for your interests, not ours.
Long-Term + Disciplined
Our Investment Management strategies build wealth. We believe that markets tend to work over time but many investors fail to capture these returns due to a lack of discipline and emotion. Rather than attempting to time markets, we build long-term investment portfolios that have the chance to be successful in a variety of potential environments.
Future + Academics
We work with our clients to develop a strategic savings plan for their Kids Education. We use E-Money – industry leading software to help develop an education plan and coach you on the implementation. Whether you want your children to attend an in-state school or an Ivy League University, it all starts with a plan. Clarity = Power.
Tax-Sensitive + Cost-Conscious
We aim to Minimize your Tax Liability. We frequently coordinate with our client’s Certified Public Accountant to ensure we are taking steps to lower your tax liability today, as well as when you hit your golden years. This is another reason we use E-Money – to model our client’s tax liability in retirement, so you are less likely to have surprises when you reach this amazing milestone.
Intelligent + Common Sense
The economy and financial markets are rarely static, nor is your life which is why we work with local attorneys to help our clients build Estate Plans. Having the right estate plan may save your family a significant amount of time/money and will ensure your wishes are achieved.
Customized + Reflecting Your Needs + Values
Whether you are five years from retirement or twenty – we build plans for your unique circumstances and values. Whether that is a traditional investment approach or a desire for something outside the box, we can customize your experience for any stage of your life.
