www.visionaryfinancialgroup.com
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Submitted URL: http://email.email01.fmgsuite.com/c/eJxNj8tqBCEQRb9m3HVj-WpduAiBwCySfyi17BGmH6iTIX8fk0UI3E1xC-455MEYA9aCAJY8BsOB5VJb_8CN_OutlsYibi...
Effective URL: https://www.visionaryfinancialgroup.com/
Submission: On October 19 via api from US — Scanned from DE
Effective URL: https://www.visionaryfinancialgroup.com/
Submission: On October 19 via api from US — Scanned from DE
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Text Content
972-539-0002 sdodge@nextfinancial.com Account Access Menu * Home * Dave Ramsey * About * About Us * Our Process * Our Team * CWS® Designation * NEXT Financial * Services * Planning For Pre And Current Retirees * Planning For Tomorrow * Insurance Planning * Small Business Retirement Plans * Resources * Resource Center * Tools * Calculators * Retirement Calculators * Glossary * Tax Resources * All Articles * All Videos * FAQ * Community * Contact FINANCIAL PLANNING AND WEALTH MANAGEMENT Providing financial planning and investment management services combined with a faithful commitment to our clients. Learn More FINANCIAL PLANNING AND WEALTH MANAGEMENT Providing financial planning and investment management services combined with a faithful commitment to our clients. Learn More FINANCIAL PLANNING AND WEALTH MANAGEMENT Providing financial planning and investment management services combined with a faithful commitment to our clients. Learn More FINANCIAL PLANNING AND WEALTH MANAGEMENT Providing financial planning and investment management services combined with a faithful commitment to our clients. Learn More FINANCIAL PLANNING AND WEALTH MANAGEMENT Providing financial planning and investment management services combined with a faithful commitment to our clients. Learn More YOUR VISION TO A BETTER FINANCIAL FUTURE PLANNING FOR PRE AND CURRENT RETIREES For any IRA investment strategy, we’re here to help plan retirement. Learn more PLANNING FOR TOMORROW From college to investing, we help make tomorrow brighter. Learn more PLANNING FOR SMALL BUSINESS OWNERS Small business financial planning. Learn more INSURANCE PLANNING Visionary Financial Group specializes in all types of insurance planning. Learn more ABOUT VISIONARY FINANCIAL We believe that for you to trust us with your financial future, you first need to understand your options. We educate our clients on the products and services you need, we don’t just “sell” you things. Integrity is the foundation of our business. Our business doesn’t exist without the trust of our clients. Learn more Working with an investment professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestor™ Pro will produce better outcomes than working with an advisor not participating in the SmartVestor™ program. Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public via the SmartVestor™ program. Neither Ramsey Solutions nor the SmartVestor™ program is affiliated with NEXT Financial Group, Inc. and are not sponsored or endorsed by NEXT Financial Group, Inc. Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC. AWARDS Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. SMARTVESTOR PRO Shelly Dodge is a SmartVestor Pro, recommended by Dave Ramsey and the Ramsey Solution organization to help you with retirement, college savings and other investments. With a SmartVestor Pro, you know that you’re getting the same type of advice that Dave would give. You can trust a SmartVestor Pro because Dave has a 20-person team that works with every SmartVestor Pro to make sure they meet your standards and give great advice. Learn more CONTACT US Name Email Address Phone Question Send Thank you! Oops! CONTACT Office: 972-539-0002 Mobile: 817-917-4856 Fax: 972-539-8889 3305 Long Prairie Road Suite 140 Flower Mound, TX 75022 sdodge@nextfinancial.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators * All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2022 FMG Suite. Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Securities and investment advisory services are offered through NEXT Financial Group, Inc. Member of FINRA/SIPC and an Investment Advisor registered with the U.S. Securities and Exchange Commission. To view NEXT Financial Group’s privacy policy and other important information, visit the “Customers” section of http://www.nextfinancial.com/index.php/customers. Visionary Financial Group, Inc. is not an affiliate of NEXT Financial Group, Inc. Neither NEXT Financial Group, Inc. nor its representatives offer tax or legal advice. Business Continuity Plan