CWS® Designation

“If you don’t know where you’re going, you’ll end up someplace else.”

– Yogi Berra

As a Certified Wealth Practitioner, Shelly is committed to helping you create and execute a comprehensive wealth strategy.  The CWS® approach integrates a broad set of wealth management issues that are essential to grow, protect and distribute your wealth.

Though each issue may not be applicable to you, the comprehensive set of issues will allow Shelly to work with you to uncover gaps which should be addressed, as well as to apply strategies to improve your financial situation.

As a trusted investment professional, Shelly will comprehensively guide you through the critical wealth issues that pertain to your situation.  Upon recovering these issues, she will provide you with a recommended solution or a recommendation to meet with other specialists, including your tax and/or legal advisors.

Certified Wealth Strategist® Goals:

HELPING CLIENTS TO:

  • Create and grow wealth
  • Protect and preserve wealth
  • Plan for the distribution of wealth during life in the most tax-advantaged way
  • Plan for the distribution of wealth at death in the most tax-advantaged way

13 WEALTH MANAGEMENTS issues to address:

  1. Investment Issues
  2. Insurance Issues
  3. Liabilities Issues
  4. Qualified Retirement Plan/IRA Issues
  5. Stock Option Issues
  6. Business Succession Plan Issues
  7. Durable Power of Attorney Issues
  8. Gifting to Children/ Descendent Issues
  9. Charitable Gifting During Life Issues
  10. Titling of Assets Issues
  11. Executor/Trustee Issues
  12. Distribution of Wealth at Death Issues
  13. Charitable Inclinations at Death Issues

Contact Visionary Financial Today!

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.