Making the management of your wealth personal, simple and straightforward–the way it should be..
When you recall life’s great periods of growth or great experiences, chances are there was some sort of coach, mentor, teacher, or guide to show you the way, to point out crucial details you would have overlooked, and to support and encourage you to stay the course; someone whose experience and wisdom gave you the confidence to take on any challenge.
Your financial life journey has highs and lows, twists and turns, successes and setbacks. In times of transition, we act as your trusted guides to help you think through the financial implications of the change, as well as help making informed decisions instead of purely emotional ones. We provide the kind of financial leadership that leads to a more confident life.
We’ve seen a situation where it took a chance encounter on an airplane for a company executive to finally meet their company's retirement plan advisor after working there for 3 years! We believe this is totally unacceptable our team strives every day to give plan participants the attention and service they expect and deserve.
Many people’s perception of “wealth management” is that of a pure focus on financial services. But with our team, the personal service is truly focused on our client’s life goals. We develop long-term plans to provide financial safeguards for them and their family, and work with them to navigate their financial future.
Many people manage their own finances for long periods of time, but success can bring added complexity. By knowing a client’s entire picture and coordinating their advice with their other professional advisors, we can help arrange all the moving parts in a way that they typically can’t do themselves. We tell our clients to tell their family “If something happens to me unexpectedly, just call Horizon."
We take a deep interest in our clients’ entire lives and families rather than just their accounts, asking how their kids, grandkids or aging parents factor into their long term plans – questions they usually haven’t been asked by their previous advisors.
We help people overcome their anxiety about their financial situation by helping them take the first step. We strive to make the process so clear and simple, to lay out a path and reduce the friction of making progress.
When people are in the middle of unexpected job transitions, we help them work through the financial aspects, as well as their worries and anxieties they have about money and the future. While having knowledge and experience with financial matters is extremely important and expected, one of the most valuable things we do is help people identify their emotions around their finances and then give them confidence that they are on the right path.