Let Horizon simplify your financial planning process.
What is a Financial Planner?
A financial planner, or personal financial planner, is a professional who prepares financial plans for individuals or families. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.
Here are a few of the financial products we assist clients with:
You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.