// Tax Reform and Financial Planning// By: Visionary Horizons Team 1/25/18 Editor’s Note: the end of the blog post indicated that CPAs would be presenting at our Tax Forum. This is no longer the case. Tax professionals will be attending the forum for ancillary questions. The Tax Forum will be presented by Visionary Horizons advisors....Read More
//401k: Don’t Know What To Buy? Let Us Help// Author: Taylor Haney Many financial advisors do not help their clients with their company retirement plan. Burdensome compliance and the inability to keep up with plan investment options prevents most advisors from giving their clients advice on one of their most important assets. Visionary Horizons aims...Read More
// Financial Advice Isn’t Just for the Wealthy // By: Taylor Haney Have you seen that commercial with people walking around with large numbers floating over their heads? You know, the “retirement number” commercial? I know many of you see these numbers and read about the millions of dollars you need for retirement, but the...Read More
// What It Means to Be Thankful // By: Taylor Haney I recently got back from vacation in Indian Rocks Beach with my family. While on vacation, I experienced several moments of wonder and gratitude. One such moment was when I was wading in the ocean between a few islands adorned with mangrove...Read More
// You’re Retired? Don’t Make These Common Mistakes // By: Taylor Haney In my nearly 10 years in the investment and financial planning industry, I’ve seen my fair share of retirement mistakes. We’re all aware of the mistakes people make when planning for retirement – not saving enough, missing your employer match, bad investment...Read More
Visionary Horizons, LLC is a SEC Registered Investment Advisor located in Knoxville, Tennessee. Clients establish fee based accounts with a third party custodian, such as Charles Schwab & Co., Inc. (Schwab), TD Ameritrade Institutional, a division of TD Ameritrade, Inc. ("TD Ameritrade) or MTG, LLC dba Betterment Securities ("Betterment Securities"). All three firms are independent and unaffiliated SEC-registered broker-dealers and members of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC"). These firms offer us services which include custody of securities, trade execution, clearance, and settlement of transactions.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211