Elli Kim
Long-Term Financial Success
Manage assets, reduce risk, support sustainable growth, and build financial literacy free of charge!
Trusted Partners
Why Clients Choose Elli?
You Deserve Help From A Qualified Industry Professional.
Elli Kim brings a wealth of experience from her years in the financial industry. Originally from South Korea, Elli immigrated to the United States and earned her Bachelor's degree from Arizona State University. Elli is driven by a burning desire to give back to her community through empowering individuals with knowledge of how money works. Elli consistently aims to instill hope and foster wellness globally as she prioritizes her client relationships above all.
Advanced Industry Technology
We Use Advanced Technology to Customize Your Plan!
Elli offers custom financial and insurance plans that are customized specific to your needs! Using cutting edge technology, Elli is able to cross reference plans from multiple different providers, and choose the one that best fits your budget and needs.
What Our Customer Are Saying
Our affiliate courses are designed by experts who have years of experience and proven results in the affiliate marketing industry.
Both my husband and I are very pleased with Visionary Financial. They were very informative and educational about the options and goals for retirement financial planning.
Lisa D Sanchez
We have had excellent service and all our questions were answered in a timely manner. We could call our rep and not need to talk to an answering machine.
Gigi & Dean Holmes
Visionary Financial is wonderful to work with, very professional, responsive, and always pick up or calls back asap. I've been working with them for several years now and would never even think of changing. Highly recommended!
Michael Bivens
Offered Financial Services
Tailored Finances to Fit The Needs of All.
Our Financial Services Include:
With our wide variety of financial services, you will be able to find the service that fits your needs; all Elli has to do is find the best product to deliver it! Our services include:
Life Insurance
We offer a way to protect families, cover funeral cost, and pay off old debts.
Retirement Planning
Our retirement planning package minimizing losses, strategized planning, and a guaranteed income.
401K & IRA Rollovers
We specialize in indexed IRAs, tax avoidance, roth conversions, and easy rollovers.
College Funds
Our college funds offer strategies that are flexible, tax-free, and have secure aspirations.
Index Strategies
Our index strategies offer fund protection, market protection, and credited opportunities.
Debt Relief
Our debt relief plans prioritize simplifying debt, improving credit, and budget plans.
Business Solutions
We offer comprehensive business solutions that prioritize sustainable growth, asset protection, and smooth succession.
Long Term Care
Our long term care solutions include comprehensive support, financial security, and healthcare needs.
Trust, Will & Estate
Our trust, will & estate plans incorporate ways to reduce tax implications, improve living benefits, and preserve your family's legacy.
Please fill out the form below to share your financial planning needs and goals. We look forward to helping you build a secure and successful financial future.
