Discover the Optimal Planning Experience
Schwab Independent Advisor
Schwab Independent Advisor
Our compensation is fee based. Our focus is on you and working together to achieve your goals. If your portfolio does better, we do better.
We have partnered with Charles Schwab & Company Inc.. as an independent advisor. Schwab is our third-party Custodian. Your funds and securities are safely held at Schwab who provides monthly account statements.
Visionary Wealth Planners LLC does not physically hold or possess any client assets, securities, or funds.
Jack Fawcett, Managing Member of Visionary Wealth Planners LLC has over 30 years experience working as a retirement planner. Align your assets with a seasoned professional who listens and cares.
You need someone to help guide you through ever-changing market conditions, while always keeping a watchful eye for new opportunities.
Our firm is independent, which means we do not work for a large public institution. We are under no corporate agendas and have no production quotas to meet. This is a big plus for our clients, we take the time to get to know you and fully answer all your questions. Our goal is to provide honest and objective investment advice tailored to your goals and risk tolerance. We take a long-term view and are always committed to working in your best interest.
We take time to discuss your personal financial situation in detail. It is of primary importance that we understand your investment goals and risk tolerance level. We structure a portfolio that helps meet those goals, taking into consideration your current level of acceptable risk. We actively manage your portfolio based on our forward looking views of the market.
Our focus is on you and what matters most. We offer diversified investment strategies that are tailored to your investment profile. We oversee the process and make sure everything from plan setup to implementation runs smoothly. We touch bases regularly with our clients providing updates on their account.
Discover the difference! We work hard to understand your needs, goals, and risk tolerance. Only then can we seek the appropriate solution with your best interests in mind. Our goal is to simplify and elevate your life so you have more time to spend on what matters to you most.
Please reach out to us at (661) 319-5721
to arrange a confidential meeting to discuss your investment needs in person.
All content is for informational purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results.
Images and photographs are included for the sole purpose of visually enhancing the website.
Opinions expressed herein are solely those of Visionary Wealth Planners LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
Advisory services are offered by Visionary Wealth Planners LLC, an Investment Advisor in the State of California. Being registered as a investment advisor does not imply a certain level of skill or training. Insurance products and services are offered through Fawcett Financial and Insurance Services Inc., an affiliated company.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any resident of any State other than the State of California or where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as and endorsement or testimonial from any of the persons in the photograph.
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of California or where otherwise legally permitted. Visionary Wealth Planners LLC and Fawcett Financial and Insurance Services, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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.
Visionary Wealth Planners LLC
P.O. Box 20724
Bakersfield, CA 93390
661-319-5721
Copyright © 2024 Visionary Wealth Planners LLC - All Rights Reserved.
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