// 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
// Adoption: How 3 Families Overcame the Financial Obstacles // By: Taylor Haney If you’ve clicked on this article, I hope it’s because I’ve piqued your interest. It’s not often that financial planning firms write about real life stuff. Well, we hope to change that. If you are a client of Visionary Horizons, or...Read More
// Robo Advisors: Whose Hand Are You Shaking? // Author: Taylor Haney I wouldn’t consider myself tech-savvy by any stretch of the imagination, but compared to my fellow advisors, I’d say I have somewhat of an edge. I’ve been fortunate enough to have relationships with three technology solutions in the wealth management space –...Read More
Dear VH friends and family, we wanted to follow up with some further information regarding the Equifax breach. We’ve received many calls and messages about the Equifax cybersecurity issue. Many folks have gone to the website https://www.equifaxsecurity2017.com/ and signed up for their free identity theft program. This is important to begin the process, but this...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