Between industry news and personal experience.

Planning to be able to live off your money instead of working for your money can be complicated and overwhelming. Our job is to bring simplicity to the complex.

So there are all kinds of rules of thumb running around the industry of how much you should have in bonds and conservative investments. We at Vizionary Wealth Management have worked relentlessly to derive a formula we believe works best for our clients to ensure your lifestyle, your needs, and your legacy.

While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start.

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?

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.

Hindsight is 20/20, and there are ways in which everyone wishes they would have handled their money differently in the past. Here are a few things we wish our younger selves knew when it came to building a portfolio.

If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.