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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Helpful Content
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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This questionnaire will help determine your tolerance for investment risk.
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Estimate how much income may be needed at retirement to maintain your standard of living.
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Estimate your monthly and annual income from various IRA types.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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What is your plan for health care during retirement?
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Savvy investors take the time to separate emotion from fact.
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Have you explored all your options when it comes to managing your taxable income?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.