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A Fiduciary With More What’s on Your Horizon? Investment Leadership Private Wealth Planning

The promise of the fiduciary standard.

At Horizon Wealth Management, we’re an independent Registered Investment Advisory (RIA) firm, often referred to as a fiduciary. As such, we’re held to the industry’s highest levels of fiduciary duty to our clients.

And yet a fiduciary is only as good as the processes in place behind it that strive to help you successfully manage and grow your wealth. Horizon distinguishes itself with a sophisticated, institutional-grade investment approach, and an exclusive level of client support suited to the complex needs of affluent individuals and families.

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Call Out Box One Call Out Box One

Finding an advisor is an art and a science. Here’s what you need to know about our firm.

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Call Out Box Two

There’s been a lot of talk lately about fiduciary duty. But what does it really mean?

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Call Out Box Three

Our 5 Pillars of Advisory Service guide every aspect of our service to you.

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Investments

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

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Retirement Plan Distributions

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Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Learn more about taxes, tax-favored investing, and tax strategies.

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A presentation about managing money: using it, saving it, and even getting credit.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

What Our Kids Can Teach us About Saving Money

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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