Planning Your Future With a Visionary
As Visionaries, we aim to go above and beyond to help you achieve a Future Greater Than Your Past.
We begin with a mutual discovery, discussing your needs, concerns, hopes and dreams for the future. We hope our conversations inspire you to envision the best possible future for yourself, your children, and even your grandchildren.
Our Visionaries put forth a unique and innovative financial plan to help you reach your financial goals. 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. Visionary’s job is to help facilitate you reaching your life goals. We utilize financial management software to help you see your complete financial picture. We conduct regular reviews, discuss your progress, and make changes as life events occur.
Our Services
Retirement Planning
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 help you 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 annually, 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, reviewing your spending to see if it is in line with your values, and that your wealth has a better opportunity to last beyond your lifetime.
MANAGEMENT
Investment Management
Visionary Wealth Advisors is an independent Registered Investment Advisor that offers objective financial expertise and portfolio management services.
We can customize a solution that fits your needs through investments like Equities, Fixed Income, Mutual Funds, Exchange-traded Funds, and Managed Accounts. Being truly independent, we‘re not required to recommend proprietary products or pressured to follow a pre-set agenda.
Our Investment Committee, supported by the expertise of Fiducient Advisors, is made up of senior-level Wealth Management Advisors who review the firm’s separately managed account model portfolios to ensure they are on track with their stated goals. The Investment Committee is supported by the asset allocation and investment insights provided by Fiducient Advisors, an independent investment consultant. Fiducient employs over 200 investment professionals and advises on more than $280 billion in assets under advisement.*
*All values are approximate as of June 30, 2023. There may be overlap in responsibilities of some research professionals.
PLANNING
Estate Planning
Our Visionaries see estate planning as the ultimate expression of your most cherished values. It’s an opportunity to extend financial freedom to those you care about most, and leave 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.
ASSESMENT
Insurance Assesment
Our Visionaries discuss 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, let your Visionary Wealth Advisor help assess your insurance coverage to adapt and continue to work towards your financial goals.
PLANNING
College Planning
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.
RETIREMENT PLANS
Business Retirement Plans
We can help your small or medium size business attract and retain quality employees through a customized employee retirement plan. Based on the size and makeup of your company, we can develop an appropriate plan design and 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 RIA status, we are required by law to act in the best interests of our clients and retirement plan participants.