Retire on Your Own Terms
Integrative Financial Planning. Personalized Solutions. Trusted Advisors Who Care.
Welcome to
Horizon Financial
We are a team of family wealth counselors focused on helping you plan for and enjoy your retirement. Our personalized financial plans are tailored to your unique situation and aligned with your goals and values in mind.
As an independent fiduciary firm, we prioritize transparency and your best interests. Our planning process incorporates investment planning, retirement and income planning, tax minimization strategies, and legacy building. Everything we do is designed around you.
At Horizon Financial, we’re committed to helping you prepare for whatever life brings. Let’s take charge of your future together.
Our Personalized Approach
We go the extra mile to design financial plans that focus on meeting your specific goals and account for the uniqueness of your life and needs.
Count on us to:
Collaborate
We develop a one-on-one relationship with you and work with your tax preparer, estate attorney, and other chosen professionals to help ensure an integrative financial plan.
Communicate
We prioritize transparency, responsiveness, and accountability in everything we do.
Empower
We give you the knowledge and tools you need to take control of your financial decision making.
Inform
Our educational resources and personalized feedback help you learn more about financial planning and stay on top of the current market.
Curious about what it’s like to work with Horizon? Our integrative process is built for your peace of mind so let’s get started.
The Horizon Planning Process
The Horizon Planning Process is a collection of proprietary strategies designed to help you maximize the impact of your investments, achieve your financial planning goals and minimize taxes.
The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, and Navigate.
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The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.
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The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth.
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The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring.
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Do you have a coordinated Income Plan keeping you on course to your goals?
An intentional income plan can help ensure your assets sufficiently meet your desired and required expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.
Is your portfolio prepared for the transitions in your financial life?
It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.