THE VISIONARY GROUP is a boutique wealth conservation and benefits solutions firm with a mission to help you prepare for the major events in your personal and professional life. Our name reflects our promise to align our vision with yours so that you can have the serenity and confidence of providing a secure future for your family members, your employees, and your business.     

 

We are passionate about the work we do and just as passionate about how we do it.  We are driven by a commitment to uncovering opportunities others may not see so you can get more out of your individual and group insurance benefits. Our goal is to make a difference in your life and the lives of those who depend on you.   

 

We have no preconceptions about what is right for you and put a priority on creating a partnership that is based on unwavering integrity and mutual trust. They guide every decision we make and every action we take.  

 

We’ve worked at setting ourselves apart from the industry by not using a one-size-fits-all approach to ensuring your future. We listen to you so that we may create a range of solutions tailored to your specific needs. We strive to produce results that are cost effective, tax efficient and produce better outcomes.  

 

Most importantly, at the very heart of our mission is our desire to give you personal service with the emphasis on personal.