Between industry news and personal experience.

Does your Financial Plan include "what's next?". Having a complete plan will help you be successful in your future planning. Make sure you are asking the right questions.

Our clients come to us for security and peace of mind in five specific areas: income planning, estate/charitable planning, tax planning, healthcare planning, and asset management/wealth planning. How can we at Vizionary help you and those you love?

Let's talk about financial independence as opposed to retirement. Our clients are pursuing financial independence to be able to maintain the standard of living they choose. Which are you pursuing?

Lots of factors are playing a role in where we go from here. But It looks like we are heading into Q3 with a volatile market with the potential for some gains later this year.

Today on Market Vizion, I want to give you my rationale for why I am optimistic about the state of the economy.

I want to offer some hope regarding the recent inflation numbers coming out of the month of April and month of May.

Today, we help you understand the current inflation trajectory based on unique economic circumstances and how supply chains are responding.

Why are we sponsoring an up and coming driver in a NASCAR developmental series?

Statistically, if I have two healthy adults at age 40, one in four of those people is going to require long-term care at some point in their lives.

As you enter the ranks of high earners, the rules of 401k's get more complicated.