Retirement Planning

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

Retirement Planning

Planning retirement: Taking charge of your future

The biggest worry for most people is not having enough retirement income to get through their golden years, provide a legacy for their family and protect against unexpected expenses. You need to stop worrying and start planning for your retirement today.

Do yourself and your loved ones a huge favor: start your financial planning early, get good sound professional advice, make wise choices for yourself and your family, and use all of your resources to maximize your future.

With retirement accounts representing your largest assets, it is important that you apply good investment principles to your retirement savings. However, most people don’t have the time or background to analyze markets and develop a strategy for retirement savings investing and investment fund selection for diversification and asset allocation. Visionary Financial Group takes the burden of managing your retirement accounts off of you and provides professional research, guidance, and ongoing support for your retirement accounts so that you can focus on the many other responsibilities and activities in your personal and professional lives.

Visionary Financial Group can help you design a comprehensive, individualized retirement plan based on your needs, your circumstances, your financial goals and your dreams for the future. Your plan will take into account the possibilities that come with the “spending” phase of your retirement. The professionals at Visionary Financial Group are specialists at maximizing the payouts of your savings, investments, benefits, insurance policies, retirement distributions, social security payout, and every other component of your retirement portfolio, so you can spend more time enjoying your retirement than you do worrying about it.

Our investment team will research all of your available fund offerings and based on your investment perspective, risk tolerance, financial goals; we will recommend an allocation for you. You can relax knowing that your retirement savings are being reviewed and managed by an expert, an independent investment advisor working on your side

Here are some of the components of a comprehensive retirement plan.

  • IRAs and Roth IRAs
  • Stocks, Bonds and Mutual Funds
  • Life Insurance
  • Estate Planning
  • Company 401(k)s and 401(k) Rollovers
  • Disability Insurance
  • Long Term Care Insurance
  • Annuities – Fixed and Variable

Call Shelly Dodge at 972/539-0002 today to schedule a complimentary consultation to review your financial goals and discuss the various options for retirement planning.

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.