Who We Are
ABOUT US
We established Horizon Financial Services in 2011 with two goals in mind: 1) to build trusting one-on-one relationships and 2) to provide an integrative financial planning approach that accounts for the uniqueness of your circumstances and goals. By establishing collaborative relationships with your tax professionals and attorneys, we streamline the financial planning process and focus on making your life easier.
Over the last 16 years, we’ve helped clients build and preserve their wealth, plan confidently for retirement, and create lasting legacies that benefit their families, churches, and communities.
Our clients experience success because we:
gain a thorough understanding of your unique financial situation, tolerance for risk, life goals, and help you create a lasting legacy
offer recommendations that are only in your best interest and explain how they’ll 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
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
are always transparent in our fees
As a client of Horizon Financial, you can rest assured that our key focus will always be on you and your priorities. Let’s start building your personalized financial plan today.
OUR TEAM
Meet your team of professionals
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