Visionary Horizons Wealth Management provides financial coaching and life planning services to help individuals and families navigate their financial journeys, addressing both foreseen and unforeseen financial issues.

Visionary Horizons Wealth Management

Visionary Horizons Wealth Management | 108 followers on LinkedIn. Everyone has a Visionary Horizon...  What&#39;s Yours? | Visionary Horizons (VH) sets itself apart in the realm of independent wealth management by prioritizing culture and commitment over mere AUM or revenue targets. With a strategic acquisition strategy aiming for $1 billion in AUM within 5 years and $3.5 billion within 10 years, VH seeks to expand its client base, access new service offerings, venture into niche markets, and increase assets and revenue. Their focus on preserving culture and independence while fostering growth ensures a seamless transition for advisors and clients alike.

Partner and Financial Planner @ Visionary Horizons Wealth Management

Michael Simpson, CFP®

Investment Advisor at Visionary Horizons Wealth Management

Jeremy Long

Serving the Financial Planning Needs of Families and Businesses

Taylor Haney

Wealth Advisor at Visionary Horizons Wealth Management

Nick Hughes, CFP®

TRUE or FALSE . . . Affluent American households gave over $30k on average to charitable organizations, according to a 2023 Bank of America study. It is TRUE! In fact, they gave, on average, almost $35k! (Affluent households have a net worth of $1 million or more–excluding their primary home–and/or an annual household income of $200,000 or more.) 🎁 Whether you’re above or below this average, as we approach year-end, it may be time to focus on your charitable contributions for 2024. Have you considered these strategies? • Utilizing Donor-Advised Funds (DAFs) • Exploring Charitable Remainder Trusts • Implementing Charitable Lead Trusts (CLTs) As financial professionals, we can help integrate your philanthropic goals into your overall financial strategy. We can work alongside your tax, legal, and accounting professionals to explore the pros and cons of various giving approaches before making a contribution or implementing a strategy. This collaboration can help you align your philanthropic aspirations with your broader financial strategy. Some donor-advised funds are considered mutual funds and are sold only by prospectus. The prospectus will provide information on charges, risks, expenses, and investment objectives and should be reviewed carefully before investing. Investment companies can provide a prospectus, or you may prefer to ask your financial professional. Please read it carefully before you invest or send money. Remember, charitable giving is an ongoing opportunity to make a difference while potentially enhancing your financial situation. #CharitableGiving #Financial #Philanthropy #PersonalFinance

Do you know how missing the best and worst market days might affect your #portfolio ?

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing." #Elections2024 #StockMarket #CorporateEarnings https://lnkd.in/eWkGjy2g

Planning on traveling for the holidays? You'll want to know about the new Department of Transportation rule that just took effect, reshaping how airlines handle refunds. Here's what it means: Significant delays now have clear definitions: 3+ hours for domestic flights and 6+ hours for international flights automatically trigger refunds. But that's not all. You're also entitled to automatic refunds for: ➡️ Airport changes ➡️ Added connections ➡️ Downgraded seating ➡️ Non-working paid Wi-Fi ➡️ Delayed baggage (after filing a report) The best part? No more paperwork or long phone calls. Airlines must now process these refunds automatically. 🎯 #Travel #Airlines #ConsumerRights #Transportation #TravelTips #ConsumerProtection https://lnkd.in/evQat7nF

If you don’t have an #estatestrategy , here's some reasons why you should.

📅 When was the last time you checked on your retirement contributions for the year? Here’s a must-do year-end retirement checklist: 1️⃣ Contribution Limits: For 2024, you can contribute up to $23,000 to most company retirement plans. 2️⃣ Catch-Up Contributions: If you’re 50 or older, you can contribute an additional $7,500. 3️⃣ Understand Employer Matches: Don’t miss out on employer matches. Some consider the employer match to a retirement plan a key part of an overall compensation package. 4️⃣ Required Minimum Distributions (RMDs): If you’re 73 or older, remember to follow your RMD guidelines. 5️⃣ What about a Roth IRA? To qualify for the tax-free and penalty-free withdrawal of earnings, Roth IRA distributions must meet a 5-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, such as the owner’s death. The original Roth IRA owner is not required to take minimum annual withdrawals. Take the time to review your retirement accounts—it can make a big difference in the long run. #RetirementStrategy #YearEndReview

Scientists have just uncovered what may be an ancient Mayan metropolis hidden beneath the jungles of southern Mexico. Researchers used advanced laser technology to detect over 6,400 structures across 47 square miles. This newly discovered city, named Valeriana, could rival the density of the famous Calakmul settlement. The findings include temple platforms, ceremonial ball courts, housing areas, and even evidence of agricultural engineering dating back to 250-900 A.D. What's particularly intriguing? This discovery suggests the ancient Maya civilization was far more extensive than previously thought, transforming our understanding of how these remarkable people lived and ruled. 🏛️ #Archaeology #History #Innovation #Technology #Science #Discovery https://lnkd.in/g_hyCYAW

Do you know someone who is helping to care for an aging parent or family member? November is #NationalFamilyCaregiversMonth , dedicated to highlighting caregivers and providing resources for self-care, advocacy, and stress management. Organizations like the National Council on Aging and AARP offer resources that can be helpful. Check out the AARP Facebook group, which has ~20,000 members connecting to share tips and support. Personal finance can play a role in preparing for the future. Many elderly clients are facing rising expenses, which makes budgeting a priority. If you haven’t thought about it, now’s the time. Please give a shout-out to any caregivers you know, whether volunteer or paid. It’s a vital role that requires a special person. #NationalFamilyCaregiversMonth #CommunitySupport

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Important Reminder: The Affordable Care Act Open Enrollment Has Begun Here's a quick overview of the key dates for the upcoming open enrollment period: 👉 November 1, 2024: Open Enrollment Begun 👉 December 15, 2024: Deadline for January 1, 2025 Coverage 👉 January 15, 2025: Open Enrollment Ends Don't miss this opportunity to enroll, renew, or change your plan. Preparing for health care can be essential for your well-being and your personal finances. #AffordableCareAct #ACA #OpenEnrollment

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Visionary Horizons Wealth Management

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