Financial planning is more than a product.
We offer empowerment.

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At Horizon Advisory Group, we provide the education, insight, and guidance to help you strategize a plan that will set you on the right path towards your dreams and goals.

 
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In doing so, we take the complex and make it simple, we focus on what matters to you, we create a judge-free zone, regardless of past mistakes, and design a plan tailor-made to meet your needs. After all, people are by our very nature custom made, so why should we be satisfied with anything that is one-size-fits-all?

Our straightforward, yet compassionate approach to building financial strategies focuses on you, your unique circumstances, your schedule, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions.

 
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Whether you are preparing for a milestone life event, such as retirement, the sale of a business, or simply looking for financial protection for the future, we promise to offer reliable advice that will ensure you get on course to achieving your goals, and remain on course as life unfolds.

 
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Our services include...

Personal Planning

Comprehensive Advice and Financial Planning
Goal Setting
Estate Planning*
Philanthropic and Gifting Strategies
Wealth Transfer
Risk Management
Life Insurance (including reviews)
Disability Income Insurance
Long Term Care Strategies

Business Planning

Business Needs and Executive Benefit Strategies
Employee Benefits
401(k), Profit Sharing, Defined Benefit Plans
Buy-Sell Plan Funding
Executive Bonus
Non-Qualified Deferred Compensation Plans
Key Person Insurance
Succession Planning

 

Wealth Management &
Retirement Planning

Portfolio Analysis
Investment Planning & Diversification
Access to Fee-Based Managed Accounts & Securities Brokerage Services
Roth and Traditional IRAs, IRA Rollovers
Tax Efficient Investment Strategies
Stock Option Analysis
Fixed and Variable Annuities
Trust Services**
Retirement Income Analysis, Optimizing your Sources of Income
Social Security strategies

*Registered representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal,
tax and accounting advisors as appropriate.

**Trust Services provided by The MassMutual Trust Company, FSB, a wholly owned stock subsidiary of
Massachusetts Mutual Life Insurance Company (MassMutual)

 

Berkely Arrants, CFP®, CIMA®, CRPC®, CDFA™, CFEd®, CFBS

President

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Berkely Arrants is the President and Founder of Horizon Advisory Group, LLC, a Houston based personal and business financial planning firm.  Her passion for helping people, and her expertise in taking complex situations and making them simple, led her to become a financial planner.  

She grew up in London, UK, returned to the United States at 18 for college, and graduated from the University of Pennsylvania with a B.A. in Psychology. In 2000, after the birth of her children, she made the change to financial planning.   

It is extremely important to Berkely that clients are informed about the important decisions they need to make regarding their future and the future of those who depend upon them. With that in mind, she works hard to educate her clients so that they have the confidence to move forward with plans that fit their specific situation: no question is too small.

Berkely has been involved in a number of Boards over the years including Volunteers in Medicine, the First Presbyterian Day School, The Houston Children’s Chorus, The University of Pennsylvania Alumni Club of Houston, and she was an Elder at First Presbyterian Church in Hilton Head.

Outside of work, Berkely is devoted to her family and her community.  She is married to her husband Wayne and has two children Tucker and Devin.  She practices yoga regularly and loves to travel and spend time outdoors.

 

Dedra Murchison

Administrative Assistant

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Dedra developed a passion for financial literacy after taking an elective course on financial planning while attending the University of Texas, where she got her BS in Radio Television and Film. She fell in love with the Wall Street Journal and Louis Rukeyser and spent the next several years reading everything she could get her hands on to further her financial education.  

Dedra began her career in the financial services industry in 2000 with Charles Schwab. She moved to Houston in 2006 to work for a Houston-based financial services firm and joined Horizon Advisory Group in 2013 to provide administrative support. Personally and professionally, she’s seen the devastating consequences of not having a financial plan. Her compassion, attention to detail, and organization allows her to make a positive impact on the lives of clients and contributing to their financial well-being.

Dedra is a native Texan with roots in South Texas. In her free time, Dedra enjoys writing, creating art and hanging out with her beloved cat, Bevo Kitty Longhorn III. Dedra also volunteers with The Women’s Resource of Greater Houston as part of her mission to help women understand and improve their relationship with money.

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