Page 59 - Cityview May-June 2017

The Community Family O ceTM
Community stewardship is vital to growing and maintaining a successful practice. Visionary
Horizons operates Community Family O ces in four locations to better assist its advisors and their clients through dynamic wealth management services.
Knoxville Home O ce
620 Mabry Hood Rd. Suite 102
Knoxville, TN 37932 (865) 675-8496
Harriman O ce
316 Trenton St. Harriman, TN 37748 (865) 456-1180
Somerset O ce
357 Langdon St. Somerset, KY 42503 (606) 416-5553
Harvest Investment Management
200 Prosperity Dr.
Knoxville, TN 37923
(865) 809-9236
Email: info@visionaryhorizons.com
What does “Community Family O ce” mean?
Word on the street is that large brokerage rms 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 who are just starting their professional careers cannot call someone for advice,
when they really need it the most? Ironically, most high net worth clients have to start an account with little money at some time in their career.
As a Community Family O ce, we are willing to put in the e ort to help educate people who are just getting started with their investments, unlike the big rms. And we’ll stick by them at every stage of their life, from building wealth and retirement planning to helping them plan their nal estate.
And we’ll take it a step further. We are launching a partnership with Q3 Advisors to help people manage their 401k accounts. Why would we do this? Because retirement assets can grow to become the majority of many peoples
assets, and they need low cost advice for the full length of their career. With our technology partnership with Q3, we can do this for less than a robo model and customize the recommendations quarterly while including their 401k assets into a nancial plan.We’ll even provide
a quarterly email to recommend changes to their plan.
As a Community Family O ce, we are committed to helping our clients build wealth from every stage of life. We’ll work with our clients’ 401k accounts and create a nancial plan that is speci c to your situation and a ordable, regardless of asset level.
Our Community Family O ce model is committed to helping clients at every stage of their nancial life, from the very beginning , to the
very end, regardless of the account balance.
Learn more about Visionary Horizons Wealth Management online at www.visionaryhorizons.com
Visionary Horizons Wealth Management is a Registered Investment Advisor that requires clients establish brokerage accounts with the Schwab Institutional® division of Charles Schwab & Co., Inc. (Schwab), a FINRA-registered broker-dealer, member SIPC, to maintain custody of clients’ assets and to e ect trades for their accounts. Visionary Horizons Wealth Management is independently owned and operated and not a liated with Schwab. Harvest Investment Management Group is a dba of Visionary Horizons, LLC, a registered investment adviser. Visionary Horizons, LLC may only transact business in those states in which it is registered, or in which it quali es for an exemption or exclusion from registration requirements. Registration as an investment advisor does not constitute an endorsement of the rm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Accounts are custodied at TD Ameritrade Institutional, a division of TD Ameritrade, Inc. (“TD Ameritrade”) or MTG, LLC dba Betterment Securities (“Betterment Securities”). TD Ameritrade and Betterment Securities are members of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”).