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Financial Planning

Full-Service Independent Financial Planning

You hire professionals such as lawyers, CPAs and others because their expertise, knowledge and perspectives are valuable. Think of Vizionary Wealth Management as the professional who works behind the scenes to assist you in planning for your future. We offer comprehensive financial planning that is personally crafted for your situation—we never take a one-size-fits-all approach.

Our Services Include:

  • Wealth management
  •  Legacy planning
  • Career transition
  • Financial independence planning
  • Tax-advantaged investing
  • Charitable Giving
  • Education savings
  • Retirement income design
  • Asset-protection planning (insurance, tax strategies)

Through our partnership with Securities America and WealthPLAN Partners we have access to unbiased research and leading-edge technology so y