Make Your Retirement Vision a Reality

Visionary Financial, nestled in Flower Mound, Texas, strives to be a beacon of integrity and expertise in financial advisory.

Named Best Financial Advisor in Denton County for 2024, Shelly Dodge is committed to providing personalized financial solutions. We recently had the privilege of sitting down with Shelly to ask her about the most common concern she hears.

“Without a doubt, the question I hear most often is, ‘Do I have enough?”‘ Shelly shared. “Clients frequently ask how much they need to save for a secure retirement, and this concern is at the heart of many of our conversations. 

“The reality is there’s no one-size-fits-all solution. It depends on your unique financial circumstances and lifestyle. I’ve built a comprehensive Retirement Projection tool that goes beyond generic software solutions. It factors in a wide range of variables to reflect your situation.”

HER TAILORED APPROACH

How do you approach retirement planning for your clients? “I take a highly personalized approach because no two clients are the same.

I begin by asking open-ended questions to fully understand their financial goals and aspirations. This enables me to design a  plan that’s customized to their individual needs.”

WHAT SETS HER APART

What makes your retirement planning process unique? “What sets my approach apart is the level of attention and dedication I provide to each client, helping to ensure their plan is as thorough and well-rounded as possible. 

“My planning tool incorporates everything from current income and expected benefits to future goals and market conditions. It serves as an adaptable roadmap, not a one-time calculation, and allows us to explore different strategies and adjust assumptions as needed. 

“My background in Trust and Estate Planning allows me to dive deeper into important topics beyond the numbers.”

Under Shelly’s seasoned leadership, Visionary Financial offers comprehensive financial planning and investment management services. 

They prioritize honesty, transparency, education, and client-centered strategies to empower clients and allow them to retire comfortably while maintaining their desired lifestyle. With decades of industry wisdom, Shelly offers a wealth of knowledge that enriches her practice and helps ensure her clients receive customized financial guidance. 

Since opening her doors, Shelly has been deeply involved in the community, embodying Visionary Financial’s dedication to local engagement. She believes in contributing through her time, talent, and treasure. Her financial support is surpassed only by the countless hours of volunteer service and has served in various leadership roles for local non-profits.

Visionary Financial consistently sets high standards for personalized retirement planning in Denton County. Understanding each client’s unique financial circumstances helps to ensure that every retirement plan is tailored individually. 

With a strong emphasis on building lasting client relationships and delivering customized solutions, they maintain the goal of becoming your trusted advisor’s team who are devoted to financial excellence and community impact.

Visit VisionaryFinancialGroup.com for more information.