We are Financial Coaches & Life Planners
Wherever you’re at on your financial journey, we can help you navigate the road ahead.
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.
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.
Year-End Tax Planning Playbook
The end of the year is often one of the busiest times for our advisors both professionally and personally. Additionally [...]
REPLAY AVAILABLE: VH Summer 2021 Roundtable
Five of our expert advisors share common questions being asked of them and provide their answers and guidance accordingly. Click [...]
All in a Day’s Work
Just the other day at a social gathering, I was met with a question one might ask a financial advisor. [...]
