Many advisors out there may tell you that you can't time the market, and you need to invest in a vast array of asset classes and stay the course. We believe this is a way for financial companies to maximize profitability for themselves but not for their clients. Visionary PWMG focuses on many areas of the financial markets, and we have devised a way to locate areas of the financial markets that correlate non-correlated items using a mathematical equation that invokes the "Golden Ratio." When asked if they are market timers, their response is "No. We are keen observers who do not believe in taking the easy wayOur services and specialties include, but are not limited to, the following:Net Unrealized Appreciation (NUA) Estate PlanningInsurance and benefit plansTax planningInvestment advisory servicesFinancial planning through LPL FinancialRetirement planningActive portfolio managementExchange Traded Funds (ETF's) Mutual FundsFixed Income401k services
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