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We are Financial Coaches & Life Planners
Wherever you are on your financial journey, we can help you navigate the road ahead.
Are you interested in
Life Planning & Wealth Management?
Are you an advisor?
Join our Community Family Office™

We Can Help You Get to Where You Want to Go
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.


Holistic Planning
We help you navigate every aspect of your personal and business finances.

Active Investment Management
We make sure your hard-earned money is properly invested.

Proactive Client Communications
You deserve to hear from your advisor. We’ll make sure you do.

The Community Family Office™
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.

Join Our Community Family Office™

Everyone has a Visionary Horizon
Let us help you achieve yours.

Contact Us

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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