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Legacy Planning

One of the most important parts of your financial plan is Legacy Planning. Vizionary Wealth Management’s advisors are skilled and knowledgeable on how to help you plan the transfer of your financial legacy after your death.

Legacy Planning Includes:

  • Trust Accounts
  • Donor Advised Funds
  • Insurance and Annuities
  • Financial independence planning

Through our partnership with Securities America and WealthPLAN Partners we have access to unbiased research and leading-edge technology so you can feel confident that our recommendations are objective and backed by independent resources.

Donor Advised Funds:

Vizionary Wealth’s Advisors are knowledgeable in how to minimize your tax liability from year to year. One of the strategies that our advisors use is Donor Advised Funds (DAF). We partner with companies who specialize in charitable giving. DAF’s give you the ability to maximize your charitable tax deduction in a single year, while continuing to give to the charities you love. Contact a
Vizionary Wealth Wealth Advisor to find out how!