VisionQuest Financial Planning LLC

VisionQuest Financial Planning LLC delivers financial planning and investment management services the way you want.  We provide as little or as much help as you need, and we have no account minimums or income requirements to become a client.  Our flat rate fees are fair and affordable because you pay only for the time we work for you, just like the as-needed professional services provided by your doctor, attorney or CPA.

We want you to have a full understanding of our background, services, fees, philosophy and methodology so that you can make an informed decision.  You can find the answers to most of your questions on our web site, but to learn more, please call for a free “Get Acquainted” meeting.