John J. Brais

Managing Founder | Financial Planner | Family Wealth Counselor

John became a certified financial fiduciary in 2009 and launched Horizon Financial Services in 2011 to offer clients personalized financial planning and help them achieve their retirement dreams. He believes his clients should feel empowered to secure their futures and that the best way to achieve that is by providing a wide range of investment options and an integrative planning process.

John focuses on comprehensive financial analysis, conservative investment strategies, and big-picture planning. He’s committed to helping clients fully understand their various investment options and guiding them to choose the appropriate plan to fit their unique needs. Since John considers his clients to be his “extended family,” the work he finds most challenging and rewarding is individual retirement counseling, tax minimization strategies, and estate/legacy planning.

John’s passion for lifelong learning, his excitement to share his knowledge, and his standing as an active, positive force in the community has earned him the respect and admiration of his clients and staff.

Specialty Planning Areas Include:

Holistic guidance | Relationship centered | Family-focused approach | Empowerment through education