Whether you own a business and want to give your employees the best retirement options, or you just want to make sure that your individual retirement plan is future-proof, we’ll help you make the right moves.*
It takes a team effort for an employer sponsored retirement plan to run smoothly. Our team serves as the primary point of contact for not only you, the plan sponsor, to help manage your fiduciary responsibilities, but also for your participants to answer questions about their investments in the plan.
When it comes to planning your individual retirement, there are a lot of questions, uncertainties and many choices to make along the way. With Horizon as your retirement planner, you’ll have a team of financial professionals ready to help you anytime with answers to your questions and ongoing guidance, advice and support.
*Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.
Manage life’s home runs and curve balls with clear advice, personalized guidance and supportive leadership to create a more confident financial future.
It takes a team effort for an employer-sponsored retirement plan to run smoothly. Our team serves as the primary point of contact for not only you, the plan sponsor, to help manage your fiduciary duties, but also for your participants to answer questions about their investments in the plan.
*The Financial Times Top 401 Investment Advisors is an independent listing produce by the Financial Times. The FT 401 is based on data gathered from firms and verified by broker/dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in seven primary areas, including DC assets under management, DC asset growth rate, specialization in DC business, years of experience advising CD plans, industry certifications, participation rate in DC plans and compliance records as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.
*The 2020 NAPA Top DC Advisor Teams List is a compilation of individual advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement. Firms were asked to complete an application and provide information concerning their DC business to NAPA. 300 qualified firms were considered of which 255 (85% of candidates) were recognized. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.