Financial Planning

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

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.

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 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.