Experience

Using innovative solutions to help individuals and families grow, protect, and conserve their wealth.

Meet the Advisors

Integrity

Helping business owners address their financial needs at any point in their business life cycle.

Meet the Advisors

Service

Providing comprehensive financial planning solutions in three main areas: personal, business, and estate.

Meet the Advisors

TRUST

"When people honor each other, there is a trust established that leads to synergy, interdependence, and deep respect. Both parties make decisions and choices based on what is right, what is best, what is valued most highly." — Blaine Lee

INTEGRITY

“The glue that holds all relationships together (including the relationship between the leader and the led) is trust, and trust is based on integrity” – Brian Tracy

Trust, Integrity, and Respect

At Pioneer Horizons Financial, LLC, we engage with our clients in a collaborative manner guided by our three core principles of trust, integrity, and respect
Contact Us

Meet the Pioneer Horizons Financial, LLC Team

Our experienced team of professionals look forward to working with you!

Tyler Jordan PRINCIPAL

Read More

Brian V. Gray PARTNER

Read More

Curtis Medina DIRECTOR OF OPERATIONS

Read More

Tim Farrell PORTFOLIO SPECIALIST

Read More

Fred Ulbrick INTERNAL CONSULTANT

Read More

Veronica Pine, CFP®, ChFC® FINANCIAL PLANNING SPECIALIST

Read More

Jacquline Pollack, CFP® PARAPLANNER

Read More

Our Areas of Expertise

Personal Planning

We work with you to assess your current and future financial needs from protection & accumulation goals during your wealth building years to efficiently draw from that wealth in retirement.

Business Planning

Business owners face daily challenges when it comes to managing employees, saving for their retirement, and planning an exit strategy when that day comes. We design strategies aimed around meeting these everyday issues.

Estate Planning

Allow us to help you create a plan to distribute the assets in your estate to your loved ones, while also working with other key advisers to develop the right plan.

Succession Planning

Your business is thriving. But will it be upon the next successor? Have you developed a plan for the future of your business? We can help.

Retirement Planning

Everyone needs a plan. It’s never too early to start anticipating what you’ll need in the future. We can help build a plan that meets your individual needs and desires.

We Work Hard For You

Pioneer Horizons Financial, LLC offers free seminars and workshops on various topics such as retirement planning, estate planning, and long-term care planning. Click here to discover upcoming events.

Events

Educational Resources

Pioneer Horizons Financial, LLC believes that Benjamin Franklin had it right when he famously stated that “an investment in knowledge pays the interest”. Click here for a repository of interesting educational articles and industry insights.

Educational Resources

Because what you do in life matters… Contact Us

Resources

You'll find a wealth of content to inform and help educate - dozens of articles, an extensivelist of financial calculators, and a glossary of financial terms.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

NEWSLETTERS

Timely newsletters to help you stay current.

GLOSSARY

Financial terms from A to Z.

Our Office

North America:
2790 N Academy Blvd, Suite 214
Colorado Springs, CO 80917
Phone: (719) 401-6174
Fax: (719) 401-6174
Email: main@pioneerhorizonsfinancial.com

Leave this empty:

Social Security Questions

Legislative changes for married couples
Download PDF

Newsletter Signup

Signup for our Newsletter & get updates & offers in your inbox
SignUp Now

2019 Tax Tables

Important dates and dollar limits
Read Article