Planning Your Future
with a Visionary
As Visionaries, we go above & beyond the service of Financial Advisors. We start with a blank canvas. We come to the table with no preconceived ideas of how you should invest your assets.
We begin with a mutual discovery, discussing your needs, concerns, hopes and dreams for the future. As Visionaries, we go above and beyond the service of Financial Advisors. We hope to inspire you to envision the best possible future for yourself, your children, and even your grandchildren.
Our Visionaries embrace your life goals as if they were our own and put forth a unique and innovative financial plan to get you there. Our greatest joy comes from taking this journey with our clients and celebrating with them as each of the goals and dreams they envision become reality.
Setting goals & creating a plan is basic.
Discovering your core values, your dreams, your Big Picture – and considering greater possibilities for your future takes vision. Your Visionary’s job is to facilitate your reaching your life goals. We provide you with extraordinary financial management software to help you see your complete financial picture anytime. We conduct quarterly reviews, discuss your progress, and make changes as life events occur.
We approach retirement planning as a means to achieve your lifelong dreams. The most important part of retirement planning is discovering what you value most, what you hope to achieve, & even what you always wanted but never dreamed was possible.
Our Visionaries see beyond the ideal vision of your retirement life, and also consider any life-changing events that may be ahead. An innovative retirement plan will keep you on your path to your life goals, regardless of what adversities may arise in the future. Your values are personal and unique and are what guide your life and every decision you make. Once we understand what you truly value, we can define specific financial goals and objectives to ensure you can achieve what is most important to you.
Life is fluid and ever-changing, so your retirement plan must move along with it. Your Visionary will watch over your plan as your life unfolds, as markets and opportunities change, or if you redefine your goals. We will never leave your retirement plan alone to grow on its own. We will review it quarterly, and nurture it, challenge it, and adjust it as needed to keep it on track with your goals.
We stay with you throughout your retirement, encouraging you to live out the dreams you planned for yourself, ensuring that your spending is in line with your values, and that your wealth will last beyond your lifetime.
Visionary Wealth Advisors is an independent Registered Investment Advisor that offers objective financial expertise & portfolio management services.
We can customize a solution that fits your needs through resources like Equities, Fixed Income, Mutual Funds, Exchange Traded Funds, and Managed Accounts. Being truly independent, we have no proprietary products to recommend or pressure to follow a pre-set agenda.
We have an internal Think Tank and Investment Committee, made up of senior level Wealth Management Advisors, Portfolio Managers and Analysts, who relentlessly watch over our clients’ investment allocations to ensure they are on track with their goals.
Our Visionaries see estate planning as the ultimate expression of your most cherished values. It’s an opportunity to extend all that you are to those you care about most, & to leave the best of yourself as a legacy to be honored for generations to come.
While it’s common to put off estate planning, or do it once and never look back, we inspire our clients to take joy in it and view it as the reward for living a good and purposeful life. Planning how you wish to use your wealth for the good of your family, your cherished causes, and even the world, is powerful and inspiring.
Our Visionaries will help you articulate your values and help you envision the legacy you wish to leave. We will manage your investments and facilitate creating your wills, trusts and other vital documents. Your estate plan will not gather dust, but will be evaluated annually, or as needed, so that when you leave this world, all your wishes will be current. This in itself is a tremendous gift to your family.
Our Visionaries include risk management in every financial plan.
We believe family, life goals and big dreams for the future are important enough to protect from any type of adverse event. As your assets grow, your family expands, and life changes, we assess your insurance coverage to ensure that whatever happens, you or your family can continue living the lifestyle you created.
Our Visionaries help you plan for your children’s higher education, beginning with defining your family philosophy.
Some families feel that it’s important to fully fund all educational expenses, while others feel that their children should share the cost. We will discuss all options and help you determine what approach will be most beneficial to your children, and then recommend the appropriate college savings plan.
Business Retirement Plans
We can help your small or medium size business attract & retain quality employees through a customized employee retirement plan. Based on the size & makeup of your company, we can develop an appropriate plan design & coordinate administrative functions with local third party administrators.
We use Prudent Investment Practices, which are at the core of the Center for Fiduciary Studies, allowing us to enhance the investment process and potentially improve long term investment performance.
Because of our independent RIA status, as well as having an Advisor on staff with an AIF® (Accredited Investment Fiduciary) designation, we are required by law to act in the best interests of our clients and retirement plan participants.