// Tax Reform and Financial Planning// By: Visionary Horizons Team 1/25/18 Editor’s Note: the end of the blog post indicated that CPAs would be presenting at our Tax Forum. This is no longer the case. Tax professionals will be attending the forum for ancillary questions. The Tax Forum will be presented by Visionary Horizons advisors....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