Financial Planning for Every Stage of Life
Whether you’re starting a business, reevaluating your investments, or looking to plan for a more secure retirement, Horizon Planning Group’s team of financial advisors can help you to navigate your finances with confidence. We don’t take control of your finances—we help you to take control of your future. We’re committed to always doing what’s right by our clients, and that includes educating and supporting you to make financial decisions with total confidence. We can help fit your investments to your life and navigate you towards a more secure future. Start setting the course towards your ideal retirement today.
COMMUNITY
We’re not just a business—we’re a part of the community. We’ve raised our children here, and we couldn’t imagine working and living anywhere else. We’re members of our area’s Rotary club, and adult leaders for Boy Scouts and Sea Scouts. We volunteer locally, build connections with our clients and neighbors, and invest in the future of this beautiful community.
INTEGRITY
We’re committed to putting your needs first. Our work is guided by principles of honesty, trust, and respect. We’ll provide you with the services that benefit you the most—not the ones that will pay us the most. We also can refer you to trusted resources when something you may need goes beyond our specialty.
EXPERIENCE
Our experts have decades of experience, but that doesn’t mean we’re satisfied with the knowledge we have. We continue to stay up to date on market trends and other changes that may impact our clients’ investments. Our continuing commitment to educating both ourselves and our clients helps us to support you in building a better future.