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.Contact Us
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Retirees traveling abroad need to know that their health insurance travels with them.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Can you keep up with your children’s mobile slang?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, cracking the code on bonds.
A special needs trust helps care for a special needs child when you’re gone.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.