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!

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!

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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.