Your Vision is Our Mission
At VisionQuest Financial Planning, we are dedicated to providing exceptional financial guidance to self-directed individuals around the country. Our mission is to empower our clients to make informed decisions about their financial resources, helping them achieve their unique lifestyle visions. As a fee-only financial advisor based in Troy, MI, we take pride in our ability to offer customized solutions that simplify our clients' financial lives and optimize their resources.
Our Approach
Our approach is built on a foundation of trust, transparency, and a commitment to our clients' best interests. We believe that financial planning should be a collaborative process, and we work closely with our clients to understand their goals, values, and aspirations. Our flat-rate project pricing eliminates conflicts of interest, ensuring that our advice is always objective and unbiased. We avoid activities that don't improve decision-making, focusing instead on providing strategic planning and evidence-based investment strategies that help our clients achieve their financial objectives.
Our Services
Our comprehensive services are designed to meet the diverse needs of our clients. We offer financial planning strategies that simplify our clients' financial lives, investment management services that utilize low-cost index funds, and financial consulting that provides personalized guidance and support. Our goal is to provide our clients with the tools, resources, and expertise they need to make informed decisions about their financial futures.
Meet Our Founder
Warren McIntyre, CFP, is the founder and principal of VisionQuest Financial Planning LLC. With a passion for helping self-directed individuals make smart financial decisions, Warren has built a reputation for providing exceptional guidance and support. As a fiduciary advisor, Warren is committed to acting in the best interests of his clients at all times. His expertise in financial planning, investment management, and wealth-building strategies has helped numerous individuals and families achieve their financial goals.
Our Philosophy
At VisionQuest Financial Planning, we believe that financial planning should be a personalized and empowering experience. We believe that our clients deserve to have control over their financial lives, and we are committed to providing them with the tools, resources, and expertise they need to achieve their goals. Our philosophy is centered around three core principles: simplicity, objectivity, and empowerment. We strive to simplify our clients' financial lives, provide objective guidance and support, and empower them to make informed decisions about their financial futures.
Overall Experience
Reviewers have had a positive experience with VisionQuest Financial Planning, specifically with Warren McIntyre, with all reviewers giving a 5-star rating.
Benefits of Fee-Based Planning
Reviewers appreciate the fee-based approach, which they believe serves their needs rather than prioritizing a broker's interests. This approach has led to reviewers feeling safe and secure with their finances.
Quality of Service
Warren McIntyre is described as excellent, helpful, and wonderful to work with. He listens to concerns and requirements, designing portfolios that exceed expectations. Reviewers appreciate his guidance, which has saved them money and put them on the right track financially.
Why Choose VisionQuest
Reviewers recommend VisionQuest to friends and will use their services for future needs. They appreciate Warren's credentials, website, and blog posts, which showcase his expertise and commitment to index funds. The transparency and honesty of VisionQuest's approach are highly valued by reviewers.
Be the first to review Visionquest Financial Planning.
Write a Review
