Category

Community Family Office
  // 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...
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//What does “Community Family Office” mean?// Author: Roger Kiger Word on the street is that large brokerage firms and banks are now moving accounts less than $100,000 to a call center and not allowing local advisors to handle them.  Does it make sense that investors and savers who are just starting their professional careers cannot...
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Disclosure

  • 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
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