Our Services

From retirement planning, to insurance planning, Visionary Financial Group is your trusted guide for planning tomorrow. 

Planning For Pre And Current Retirees

Check out our full list of retirement planning services. 

IRA Rollovers

An IRA rollover is an effective way to keep your money accumulating tax deferred.

IRA's: Traditional and Roth

Make the most of the tax benefits offered by IRAs.

401k Rollovers

Gain maximum control over your retirement funds.

457 & 403b Rollovers

Learn about the benefits of a 457 or 403b rollover.

Retirement Planning

Take charge of your future today.

Planning For Tomorrow

Prepare for tomorrow with complete confidence.

Stocks, Bonds & Mutual Funds

Make stocks, bonds or mutual funds a part of your portfolio.

529 College Savings Plan

Learn how to set aside funds for future college costs.

Alternative Investment Strategies

Learn the details of a real estate investment trust.


Annuities offer flexible payout options that help retirees.

Estate Planning

Manage your assets for tax efficiency and retention of wealth.

Financial Planning

We offer a financial planning approach focused on you!

Insurance Planning

There are many different types of life insurance available. We can help you choose what’s most appropriate for you and your family.

Disability Insurance

Protect your family, your assets and your lifestyle!

Life Insurance

Life insurance can protect your family’s future.

Long Term Care Insurance

Talk about long-term care – before you need it.

Planning For Small Business Owners

As a small business owner, there are options to consider for retirement. Here are a few of our most popular services!


A SIMPLE IRA plan allows employees and employers to contribute to traditional IRAs.

SEP Plans

SEP plans allow employers to set aside money for themselves and their employees.

Profit-Sharing Plans

We can help you set up a profit-sharing plan for your business.

Company 401k Plans

Set up and manage a 401(k) plan that meets the needs of your company.

Defined Benefit Plans

Learn about the pros and cons of a defined benefit plan. 

Money Purchase Plans

A profit sharing plan may be a great solution for your business. Learn more!

Contact Visionary Financial Today!

“The Only Thing Worse Than Being Blind Is Having Sight With No Vision”

– Helen Keller

Visionary Financial Group provides financial planning and investment management services, combined with a faithful commitment to our clients. Our mission is to build long-term relationships built on trust, integrity and honesty and to make a positive difference in the lives of the people we serve.

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.

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. Our process is more of an education for you, in order for you to make the best decision for your personal situation. Our belief is that if you don’t understand something, you shouldn’t be going that direction with your decision or your money.

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

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.