Fine-Tune Your Taxes for 2020 and Beyond July 7, 2020 Nick Hughes, CFP® While the The Coronavirus Aid, Relief, and Economic Security Act (aka the CARES Act) did postpone the deadline for tax filing from April 15th to July 15th, those taxes will soon become due. For those that may be feeling the pinch from...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) and TD Ameritrade Institutional, a division of TD Ameritrade, Inc. ("TD Ameritrade). Both 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 80 State Street, Albany, NY 12207