WealthPlan Group

Fundamentally, financial independence has a simpler, literal definition. You might have heard it called “work optional”.

Whether or not your clients want to “retire” quite yet, they want to be free to make decisions without income being the deciding factor.

The Moving Target of Financial Independence - WealthPlan Group As younger generations look for more creativity and flexibility in their financial plan, we’re seeing the fundamentals of investing adapted in real-time to serve an evolving set of needs.

Ready for the best holiday marketing we’ve seen this year?

We wanted to highlight the amazing charitable work done by one of our advisors Wayne Wagner and his team at Vizionary Wealth.

Their team highly emphasizes generosity with their clients, but for the second year, they took it to another level.

They asked their clients to nominate charities they care about – and they received 77 nominations!

On Giving Tuesday, they livestreamed the selection of 15 of those charities, donating $1,000 to each in the names of their clients.

Kudos to Wayne and his team for involving their clients in their core values!

Giving Tuesday Giveaway | $15K Giveaway As we welcome the holiday season, Vizionary is excited to share this spirit of philanthropy with our clients. In lieu of Christmas gifts this year, we’ve decided to donate a total of $15,000 to charities near and dear to our clients' hearts.

Many people are under the impression that financial well-being is about the performance of their investments.

But investment performance is only half the equation.

What you save and spend are critical too.

This is why seeking the counsel of a financial planner to help you set savings and spending goals in addition to establishing your investment portfolio is so important.

https://www.wealthplan.group/financial-fitness/