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What We Do

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
  • Education savings
  • Retirement income design
  • Asset-protection planning (insurance, tax strategies)

Through our partnership with Securities America, 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.