What We Do
At Horizon Advisors, we are proud to offer a fee-only approach to financial planning:
Investment management
Retirement Planning
Estate Planning
Education Planning
The Horizon Process
Understand > Identify > Develop > Implement > Review & Monitor
What’s On Your Horizon?
- Understand your current situation - Where are you?
- Identify goals and objectives - Where do you want to be?
How Can You Get There?
- Develop the plan
- Implement the plan
Live Prepared
- Review your plan & Monitor your progress
