Community Service – Financial Coaches and Life Planners

Community ServiceJace Terry2020-10-30T13:05:15+00:00

We donate a lot of our free time to these local charities and nonprofits

For us, wealth management means more than market performance. We want to serve our clients, and we also want to make a positive impact where we live.

Shades of Development

Financial Planning Association of East Tennessee

East Tennessee Foundation

Oak Ridge Foundation for Achieving Community Excellence

East Tennessee Human Resource Agency Long Term Care Ombudsman

Rotary Club of Rockwood

City Wide Service Club

HABIT Program

Habitat for Humanity

American Cancer Society, Relay for Life

East Tennessee Heart Association

Fellowship of Christian Athletes

Local Little League Teams

Child Help of Tennessee

Compassion Coalition

Knoxville Downtown SERTOMA Club

Dream Connection

UT Department of Audiology and Speech Pathology

Stockings from U.S.

Arab Refugee Christians in the USA, ARC-USA

Helen Ross McNabb Center

Love Kitchen

Reboot Combat Trauma Recovery

citywide

habitat

sertoma

rotary

arc

fpa

Everyone has a Visionary Horizon

Let us help you achieve yours.

620 Mabry Hood Road, STE 102
Knoxville, TN 37932

P: (865) 675-8496
F: (865) 675-8499

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.