What is Your Vision for Retirement Lifestyle Income?
How much will your current savings generate in retirement?
What we do for you
Retirement Income Gap Analysis
Our Retirement Income Gap Analysis provides a comprehensive evaluation of your current retirement plan using the innovative Retirement Analysis Kit (TRAK) from Retire Ready. This cutting-edge software helps us pinpoint any gaps in your expected retirement income, ensuring you have a clear understanding of your financial future.
Clarity: Ga
Our Retirement Income Gap Analysis provides a comprehensive evaluation of your current retirement plan using the innovative Retirement Analysis Kit (TRAK) from Retire Ready. This cutting-edge software helps us pinpoint any gaps in your expected retirement income, ensuring you have a clear understanding of your financial future.
Clarity: Gain a clear picture of your retirement readiness and understand your projected monthly income.
Customization: Receive personalized recommendations tailored to your unique financial situation and goals.
Confidence: Identify and address potential shortfalls in your retirement plan, giving you peace of mind.
Informed Decisions: Empower yourself with detailed, easy-to-understand reports that help you make informed financial decisions.
Let us help you bridge the gap between your retirement dreams and reality with our expert analysis and innovative tools.
Retirement Solutions
Whether you are single or married, the initial phone call with the Visionary Agent helps determine the information needed to get your total picture.
The results of your Retirement Income Gap Analysis will be discussed on our next appointment virtually on Zoom. We discuss all your retirement components and answer your questions.
If your ana
Whether you are single or married, the initial phone call with the Visionary Agent helps determine the information needed to get your total picture.
The results of your Retirement Income Gap Analysis will be discussed on our next appointment virtually on Zoom. We discuss all your retirement components and answer your questions.
If your analysis shows you are on track to have the retirement income you desire, Congratulations!
However, if you have a retirement income gap, solutions to fill your gap will be discussed.
Our Relationships
Our Relationships
Relationships with a diverse group of Insurance companies allows us to offer a wide range of solutions and ensure that our clients get a plan personalized and designed for their specific retirement lifestyle.
No Fees are charged.
We are paid a commission from the companies we represent for those we are able to help.
WHO is The Visionary Agent
My Story
Hi, I'm Daryl Clark, the person behind the Visionary Agent.
My journey to becoming the Visionary Agent is the result of being able to ask people the right questions to help them visualize their retirement lifestyle and to see if they are financially on track.
I returned home to Virginia to help care for my mother, with Alzheimer's for eight years until she transitioned. She was age 86. I stayed with my father another ten years. He was age 92. My father retired with two pensions which guaranteed their income for life. This experience taught me the importance of having a long-term retirement lifestyle income. Now I help people create personal pensions using annuities.
My background in accounting and business administration, led me to financial services. I believed I could make a bigger difference by helping people rather than corporations. During the COVID pandemic, I began offering virtual retirement appointments across the U.S., and what I found was alarming—most people don't fully understand their retirement plans or know what to expect financially once they retire.
The teacher in me is here to help change and improve that! Let's see where you are, understand it, and if needed help you implement a plan for long-term guaranteed income.