24 Fowler Road,
Helping You Start Your Journey
Financial planning plays a key role in managing personal finances, particularly for young adults embarking on their financial journey. By investing time in planning and making wise financial choices, we can help you set the foundation for a stable financial future.
Planning for Your Retirement
Financial planning is a must for everyone, but it takes on increased importance as retirement approaches. Horizon Financial Group provides a range of crucial considerations for clients transitioning into their post-career phase.
Protecting Your Significant Assets
Proper wealth management is crucial for affluent individuals and families to help secure and preserve their assets for future generations. Partnering with a financial professional from our team enables you to receive tailored advice, address risk, and help maximize the benefits of your wealth through informed decision-making.
Horizon Financial Group strives to provide the best possible individualized service, which is reliable, cost-effective, and empathetic. We believe our clients find us to be first and foremost, trustworthy, that we are expedient in responding to their questions and financial needs, and the development of our personal relationship with them and with their families.
Our firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services.
We carefully select and continually monitor wealth management firms that provide a wide range of professional services. In addition, we utilize strategies which allow us to monitor portfolios given the risks associated with the current economic and political environment.
Our philosophy is to help clients move from a scattered and sometimes misguided approach to their financial well-being to a path that can allow them to feel comfortable and confident in their financial future.
Our resource center offers a broad spectrum of timely, informative articles written with you in mind.
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki