About Us

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

– Yogi Berra

Visionary Financial Group’s Philosophy is one of simplicity and integrity.

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.  Our process is more of an education for you, to help you make the best decision for your personal situation.  Our belief is that if you don’t understand something, then you shouldn’t be going in that direction with your decision or your money. Integrity is the foundation of our business.  Our business doesn’t exist without the trust of our clients.

Our Principles:

  • 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.”

9 + 12 =

Clear Direction For Your Financial Goals

Whether you are saving for retirement, college, or just needing general financial advice, the expert team at Visionary Financial Group is here to help. We have decades of experience to give you clear direction and guidance when planning your financial future. 

Put Our Years Of Experience To Work For You

At Visionary Financial Group we work solely for our clients. Many people spend time thinking about their financial future, but far fewer take the important step of creating a plan that works, and taking action to put that plan into place.

Our Financial Experts

Our dedicated team of local financial experts are here to answer all of your questions. Contact us today!

Shelly Dodge

Shelly Dodge

Founder and President

Investment Adviser Representative

Kathy Beahm

Kathy Beahm

Office Manager

 Life & Health Specialist
Barbara Reeves

Barbara Reeves

Account Processing

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. 

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.