While Trade Wars, Inverted Yield Curves, and Brexit make great fodder for the financial media it is unlikely that any of these events will ultimately make or break your retirement. My experience helping retirees navigate the last market downturn that started in 2007 and ended in 2009 shaped my approach to financial planning. As with any endeavor in life, the best advice is to control what you can control. Focusing on these factors below can improve your chances of success in retirement. Maximize Social Security and Pension Income. For most out there, one of the biggest decisions you will make [...]
Visionary Horizons was fortunate enough to add Nick Hughes, CFP® to our team at the beginning of 2019. Nick will be servicing his clients from his office in Chattanooga, TN. Here, in his own words, is his reason for being in our industry and steps you can take to protect your family with appropriate financial planning. Why I Became a Financial Planner One of my most life-shaping and changing experiences occurred for me almost 20 years ago. I was in my senior year of high school considering my college options when my world was unexpectedly turned upside down. Our family lost [...]
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
Purshe Kaplan Sterling Investments and Visionary Horizons, LLC are not affiliated companies.
NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.