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.