WELCOME TO HORIZON FINANCIAL
Are you planning to retire in the next five years? Have you reached retirement and find yourself asking, “now what?” Do you feel overwhelmed with managing your retirement savings? You worked hard to build your wealth, now let us help you protect, grow and manage what you’ve saved. We believe no size fits all so our approach to financial planning takes into consideration your level of risk, tax strategies that can benefit your unique situation, and your desires for building a legacy.
As an independent fiduciary advisory firm, we are focused on transparency and putting your best interests first while providing you with in-depth and comprehensive financial planning guidance. To learn more about fiduciary advisors, take a moment to read How a Fiduciary Advisor Earns Their Fee, an article written by Joshua M. Brown at The Reformed Broker.
Retirement should be a time to exhale and enjoy life on your terms. We can help you achieve your retirement goals and start living the life you’ve been saving for by allocating your investments based on your individual needs and providing you with ongoing financial planning services including wealth management, retirement and income planning, tax minimization strategies, and legacy building.
Horizon Financial’s founder, John Brais, and our seasoned team of advisors and staff share a passion for helping people within our community live life on their terms…for themselves and their families.
No one knows what’s beyond the horizon, that’s why we help you prepare for whatever life brings you.
HORIZON FINANCIAL’S CONCIERGE SERVICES
Managing the details of your finances and coordinating services from different professionals can be a confusing, often burdensome task. Our Concierge Services take care of the work for you. We can assist you with many tasks associated with your investments and comprehensive planning, leaving you with more time to enjoy retirement.
We will collaborate with your accountant, attorney and other chosen professionals to help ensure a cohesive financial plan.
We will communicate with you regularly to help ensure your financial plan is fully implemented and complete.
PEACE OF MIND
We maintain copies of your important documents with a high level of security.
HELPING YOU REACH YOUR RETIREMENT GOALS.
Ready to take it a step further with a complimentary review of your current investments? Simply complete the form below or call us. We’re ready to help you create a holistic financial plan.