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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.