We are Financial Coaches & Life Planners
Wherever you are on your financial journey, we can help you navigate the road ahead.
Our Focus is to help you prepare for, and deal with every financial issue, foreseen and unforeseen. It’s a new financial world and new challenges demand new thinking. Our goal is to help you reach your Visionary Horizon. We’re committed to you, your family and our community. We have a vision for the future and together we can build something great.
We help you navigate every aspect of your personal and business finances.
We make sure your hard-earned money is properly invested.
You deserve to hear from your advisor. We’ll make sure you do.
At Visionary Horizons we’ve introduced a new concept in wealth management, the Community Family Office.™ It’s a holistic and personal approach to helping families and businesses manage their financial and personal lives using our innovative products and services.
Visionary Horizons has taken this concept of the “Family Office” and reinvented it to serve communities. Our Community Family Office™ platform is designed to deliver focused attention, better communication, deeper relationships and superior service. This creates better understanding and serves as the basis for more strategic thinking and insightful long-term planning. We firmly believe that achieving financial success in today’s challenging world demands more. It demands deeper relationships, the utmost integrity and serious commitment. That’s what our Community Family Office™ is all about.
"Financial freedom is available to those who learn about it and work for it.
- Robert Kiyosaki
November 7, 2022Bears, Bulls, Doves, Hawks, Donkeys and Elephants: Navigating Uncertainty Wondering how the mid-term elections will affect your portfolio and if [...]
October 4, 2022Our experts at Visionary Horizons gather to briefly discuss the current state of the markets and economy including interest rates. [...]
August 9, 2022Politicians, economists and talking heads alike continue to debate whether we have entered a recession. Recessions have been officially declared [...]