What We Do

Our Mission

VisionQuest Financial Planning LLC helps you achieve your lifestyle goals by providing unbiased advice on a flat-fee, project basis. Your Vision is Our Mission!

Our Advantage

Our unique consultative process delivers prompt help with your greatest concerns.  The benefits of working with us include:

• Relieves you of the burden of making major financial decisions alone.
• Protects you and your family from unnecessary risk.
• Reduces unnecessary taxes and costs.
• Simplifies your financial life.
• Answers all of your financial questions.

Our Services

There are no asset or income requirements to become a client. We offer consulting and support in the following areas.

• Portfolio design and investment management.
• Financial check-ups and second opinions.
• Integrated financial plans.
• Retirement planning and income strategies.
• Social security filing decisions.
• Tax reduction strategies.
• Life, disability and long-term care insurance needs-analysis.
• Estate planning fundamentals.
• Cash flow planning, debt reduction and college funding advice.