The mission of Horizon Advisors is to equip our clients to live prepared by providing financial planning and investment management services.

 

Our services

  • Fee-only financial planning

  • Investment management

  • Retirement Planning

  • Estate Planning

  • Education Planning


Our Process

Understand > Identify > Develop > Implement > Review & Monitor

THE HORIZON PROCESS:

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 a plan

Implement the plan

 

Live Prepared

Review your plan & Monitor your progress