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Our Process

At Horizon Financial Group, our firm’s process is designed to specifically help clients visualize the path to reaching their financial goals and alleviate any concerns through careful and comprehensive financial planning. Our team developed an educated, authentic, and caring approach with a high level of customized service to financial professionals and their clients since the inception of our firm. We are excited to bring this knowledge and service to help their clients achieve their financial goals.

Client Centered

We listen to the concerns and needs of our clients, then meet to collaboratively respond with researched information working hard to formulate each approach to fit your specific situation. Our process is simple, personalized, and catered for individuals, families, and organizations:

  • Initial Discussion: We work to truly understand and address your immediate needs or concerns as well as clarify and prioritize your goals.

  • Financial Analysis: Our team reviews our initial planning discussion while analyzing your current financial data. From this, we will develop your comprehensive, easy-to-follow plan.

  • Financial Plan / Strategy Presentation: We will review your financial plan with you so you understand and feel comfortable. We will address your immediate needs or concerns as well as strategies to help you achieve your future goals.

  • Advisor Collaboration: We have a network of professionals that can fill almost any need for you. Using our own investment products, or third-party firms, we will find the best solution for you.

  • Ongoing Communication & Monitoring of Plan: Communication is a top priority. We will monitor your plan and have ongoing discussions with you to ensure we are appropriately positioned for each stage of your life.

Our goal is to simplify this part of our clients' lives and the lives of their families with our process to help them create, grow, protect, and share their wealth across generations.

If you feel that our process aligns with what you may be looking for in a financial partner, please feel free to contact us and we will be happy to answer any questions you may have about our financial planning process.

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