Financial Planning

Financial Planning

Visionary Financial Group offers a financial planning approach focused on you!

At Visionary Financial Group there is no cookie-cutter approach to financial planning. The approach is individualized and focused on you. We provide financial education (as much as you are willing to listen to), offer tools through consultations, and then work with you to develop a unique, well-rounded financial strategy based on the life you want to live now and in retirement.

We ask about your dreams, plans for the future and goals, then develop a thorough plan that addresses every aspect of your life, including social security, taxes, medical, estate planning, life insurance, investments, assets and family needs.

Targeted financial and investment strategies.

We meet with each client regularly and offer financial guidance designed to target these financial goals:

  • Maximize net worth
  • Enhance wealth and cash flow
  • Reduce tax liabilities
  • Implement sound investment strategies
  • Plan for a secure retirement
  • Provide for loved ones
  • Invest for the future

Visionary Financial Group provides comprehensive financial planning solutions targeted to your personal financial situation. Call Shelly Dodge at 972/539-0002 today to schedule a complimentary consultation to review your financial goals and discuss financial planning strategies.