Financial Planning and Wealth Management

Providing financial planning and investment management services combined with a faithful commitment to our clients.

Shelly Dodge is a SmartVestor Pro, recommended by Dave Ramsey and the Ramsey Solution organization to help you with retirement, college savings and other investments.

With a SmartVestor Pro, you know that you’re getting the same type of advice that Dave would give. You can trust a SmartVestor Pro because Dave has a 20-person team that works with every SmartVestor Pro to make sure they meet your standards and give great advice.

Working with an investment professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals.  There can be no assurance that working with a SmartVestor™ Pro will produce better outcomes than working with an advisor not participating in the SmartVestor™ program.  Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public via the SmartVestor™ program.  Neither Ramsey Solutions nor the SmartVestor™ program is affiliated with NEXT Financial Group, Inc. and are not sponsored or endorsed by NEXT Financial Group, Inc.

About Visionary Financial

We believe that for you to trust us with your financial future, you first need to understand your options.  We educate our clients on the products and services you need, we don’t just “sell” you things. Integrity is the foundation of our business.  Our business doesn’t exist without the trust of our clients.

  • We place the client’s interest first, always.
  •  We are honest, upfront and transparent.
  •  We educate clients so they feel confident in making their investment choices.

Our Guiding Principle:  The Golden Rule “Do unto others as you would have them do unto you.”

Our Services

Your Path To A Better Financial Future

Planning for Pre and Current Retirees

For any IRA investment strategy, we’re here to help plan retirement.

Planning for Tomorrow

From college to investing, we help make tomorrow brighter.

Planning for Small Business Owners

We’re the trusted experts for small business financial planning.

Insurance Planning

Visionary Financial Group specializes in all types of insurance planning.

Let’s Do Something Better Together!

To borrow the words of Lawrence J. Peter, “If you don’t know where you are going, you will probably end up somewhere else.” To make sure you meet your financial goals, our mission is to help guide and inform our clients as they make important financial decisions for the future.

Years Experience

Answers to Your Questions

Should I Invest In A Roth Or Traditional IRA?

The answer is different depending on your personal situation. Specifically, it would depend on your age, income, and tax bracket. Contact us to learn more!

How Much Should I Save For Retirement?

This is one of our most popular questions! The answer depends on multiple factors. These include: your current age, income, and desired living situation in retirement. Based on your information, we can show you how much you should be investing to retire at your desired comfort level.

What Is The Best Way To Save For College?

There are many ways to save for college. One of the most popular is a 529 college savings plan due to the tax advantages. 

Why Do I Need A Financial Adviser?

You wouldn’t fly a plane without a pilot, you wouldn’t perform surgery without a doctor, so why would you make the most important financial decisions of your life without an advisor? Not convinced, contact us for more information!

News

Check out the latest news, events and resources from the Visionary Financial Group blog!

Journey to Dream Golf Tournament, May 2017

This year’s tournament was held at the Trophy Club Golf Club with King Architectural Metals as the Title Sponsor. It was a great day of fun for all. The proceeds from the tournament will benefit Kyle’s Place, a shelter for homeless...

Fiesta!!!, October 2016

Moulin Rouge was the theme for this year's Flower Mound Chamber premier event, Fiesta. This is the chamber's main fundraiser of the year. Shelly is proud to be part of the success of the event while serving as the After Party Chair as well as a board member for the...

Contact Visionary Financial Today!

Location

 

3305 Long Prairie Road, Suite 140
Flower Mound, TX 75022

Office: 972-539-0002
Cell: 817-917-4856
Fax: 972-539-8889

SDODGE@nextfinancial.com

Proud Members of:

Investment products and services available only to residents of:  TX (Texas), AR (Arkansas), OK (Oklahoma), LA (Louisiana), CA (California), FL (Florida).

Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC and an Investment Advisor registered with the U.S. Securities and Exchange Commission. To view NEXT Financial Group’s privacy policy and other important information, visit the “Customers” section of http://www.nextfinancial.com/index.php/customers. Visionary Financial Group, Inc. is not an affiliate of NEXT Financial Group, Inc.

Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice.