At Horizon Advisory Group, we provide the education, insight, and guidance to help you strategize a plan, designed to set you on the right path towards your dreams and goals.
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.
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 strive to offer reliable advice that will help ensure you get on course to achieving your goals, and STAY THE course as life unfolds.
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
Traditional Retirement Plans
○ 401(k)
○ Profit Sharing
○ Defined Benefit Plans
Retention and Attraction of Key Employees
○ Non-Qualified Deferred
○ Compensation and SERP Plans
○ Split Dollar Arrangements
○ Section 162 Bonus Plans
○ ESOPs
○ Health Plans and Other Benefits
Protecting Your Business
○ Buy-Sell Plan Funding
○ Golden Handcuff Strategies
○ Key Person Life Insurance
○ Succession Planning
Wealth Management & Retirement Planning
Investment and Portfolio Management [*Click for More Info]
Portfolio Analysis
Investment Planning & Diversification
Roth and Traditional IRAs, IRA Rollovers
Tax Efficient Investment Strategies
Stock Option Analysis
Fixed and Variable Annuities
Retirement Income Analysis
Optimizing your Social Security strategies