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.
We conduct an in- depth discussion with you regarding your goals, family history and preferences.
We review your current financial situation, including net worth and cash flow, investments, insurance, taxes, estate plans and savings.
We identify the strengths and weaknesses of your current financial status.
The strategic planning phase, this step creates savings, investment, insurance and tax strategies for retirement and other financial goals.
In your portfolio, we address specific needs laid out in the plan.
Using sophisticated analytic techniques, we make tactical shifts in your portfolio to address risk and enhance potential performance.
Our services include an annual investment review, financial workshops and 24/7 access to account data through WealthVision.