Horizon Financial Services, LLC, was established in 2011. We are an independent fiduciary planning firm with a team of experienced financial planners. Our affiliated company, New Horizon Financial Services, Inc., was formed in 2004 to provide annuities and other insurance products to our clients. Learn more about New Horizon Financial.
Over the years, we have helped hundreds of individuals manage their wealth and plan for retirement. We use a comprehensive approach to financial planning with an in-depth understanding of tax implications associated with investment choices and estate planning. By establishing collaborative relationships with tax professionals and attorneys, we are able to streamline the financial planning process, simplifying our clients’ lives.
As a client of Horizon Financial, you can expect our key focus to be on you and your priorities.
After gaining an understanding of your life goals and analyzing your current portfolio, we will work with you to design a comprehensive financial plan. At all times, we will offer recommendations that consider your needs and requirements today as well as in the future. Helping you achieve your personal and financial goals is our top priority.
As an independent fiduciary planning firm, we are committed to your holistic financial health. We will:
- Gain a thorough understanding of your unique financial situation, tolerance for risk and life goals before making recommendations.
- Offer recommendations that are only in your best interest.
- Educate you so you understand our recommendations and why we believe they will benefit you.
- Create, implement and manage your tailor-made financial plan to help maximize your retirement income.
- Provide guidance on ways to help minimize your tax liabilities and create a legacy.
- Collaborate with your tax professional and estate attorney as the leader of your wealth management team.
- Continuously monitor your investments, making recommendations for change as they are needed.
- Communicate and meet with you on a regular basis.
- Be transparent in our fees.