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Additional Services to Prepare for the Future

Important components of financial planning include preparing for retirement and saving for your child's college education. Based on each client's financial situation and goals, we at Horizon Wealth Management can recommend quality strategies for these services.

Corporate Retirement Plans

Whether you are a small business owner or CEO of a large corporation, keeping your employees happy is important, and providing competitive retirement benefits is a key factor. We offer a variety of corporate retirement plans, no matter how big or small your company is.

If you are an employee looking to make the most of your retirement goals, we can also help you with 401(k) planning.

College Planning

If you are a parent, the thought of paying for college may be daunting. We can help reduce your burden by recommending tax, income and asset strategies to lower your out-of-pocket expenses.

  • Helping your family avoid financial aid mistakes
  • Repositioning of assets to potentially maximize college financial aid offers
  • Detailed analysis of historical admission and financial aid statistics for specific college and universities
  • Strategies to fund college and retirement simultaneously

Additional Institutional Services

  • Investment Policy Statement
  • Investment Due Diligence, Selection and Monitoring
  • Expense Comparison and Benchmarking Reports
  • Annual Plan Investment Reviews
  • Participant/Employee Education and Communication

Contact Horizon Wealth Management

Contact us if you are a business owner looking to retain important employees or parents who want to provide a good education for their children. For all of your financial planning needs, call us at 708-352-4300, or contact us online.

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