Our Services
We take a value-oriented view, strive to reduce risk and use independent ideas to seek portfolio growth. We shape and manage your assets in several distinctive ways to tailor your account to meet your specific needs. We take care of all the details: opening and transferring your accounts, making investment transactions and handling the recordkeeping aspects of managing your assets.
Our financial advisors create cash flow models for you, offering strategies for debt reduction, savings and income. We also advise you on how to manage your resources so that you can fund multiple goals, from college funding to retirement saving and investing.
As a result of the complex, ever-changing tax landscape, estate planning is vital to protecting your wealth. We assist our investment management clients with their estate planning requirements. We explore potential tax gaps between your existing estate plan and your intentions (i.e. your will) and if there is no estate plan we will work with your trust & estate attorney to create and document a strategic and purposeful distribution of your wealth.
We work with professional and executive individuals and families who have created thriving businesses and enjoy successful careers, but worry about their personal finances. Visionary Consulting is based in Colorado Springs, Colorado and serves clients across the United States and overseas. We also pride ourselves in partnering with other companies that help our clients achieve their international financial needs and goals.