Wealth Management

Retirement & Income Planning

Tax Minimization Strategies

Legacy
Building

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.

PROFESSIONAL
NETWORK
We will collaborate with your accountant, attorney and other chosen professionals to help ensure a cohesive financial plan.
STAY
INFORMED
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.
ONLINE
TOOLS
Our secure, online wealth management tools help you keep tabs on your investments and show your complete financial snapshot.

PROFESSIONAL NETWORK
We will collaborate with your accountant, attorney and other chosen professionals to help ensure a cohesive financial plan.

STAY INFORMED
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.

ONLINE TOOLS
Our secure, online wealth management tools help you keep tabs on your investments and show your complete financial snapshot.

HELPING YOU REACH YOUR RETIREMENT GOALS.

GET STARTED!

HORIZON FINANCIAL’S RESOURCE CENTER

Horizon Financial’s Resource Center is your central location to find the information you want. You’re one click away from starting your journey.

Useful Guides

Learn more about our retirement planning strategies.

Blogs

Stay informed by reading our latest blogs.

REQUEST YOUR COMPLIMENTARY FINANCIAL REVIEW

What are Net Investable Assets?