Planning that Goes Beyond Personal Wealth
At the heart of all of your financial planning and investing, it’s not really about the money—it’s about family. All the effort you put into preparing for your future is about ensuring your family is protected and provided for, no matter what the future might bring.
At Horizon Planning Group, we help you to do more than reach goals pertaining to net worth or an amount in your savings account. We help you to plan for your family’s ongoing support and comfort. We help you to take care of those you love most—both now and in the future. Our family support planning services put your family’s needs first, whatever they may be.

Help Prepare Them for the Future
Student loan debt is one of the largest sources of debt for Americans today. As the cost of a secondary education continues to rise, many parents are trying to give their kids a head start through college savings plans and other financial planning that can prepare their children for the future. We understand how stressful saving for college can be. Let us help you and your children get on the path to a higher education with less financial strain.

Ensure Your Loves Ones Are Cared For
Planning for your future is rarely focused on your needs alone. While it’s important to ensure that you have the funds and insurance to cover yourself, many of our clients are also responsible for the care of family members.
From children with special medical needs to elderly parents who require long-term care, planning for the needs and expenses of those you love can be a central part of planning your own future. Will you have the resources to continue caring for them? Will they be cared for if something should happen to you? We can guide you in establishing special needs trusts, planning for elderly parent care in the future, and taking other essential steps to ensure your loved ones’ needs are met, even if you’re no longer able to care for them yourself.

Funding Priceless Family Memories
At Horizon Planning Group, we recognize that the money you save is there to bring you and your family joy. You deserve opportunities to make memories with your family, to take trips and enjoy your time together. Those memories, in the end, will always be worth more to your loved ones than any assets you might leave behind.
That’s why we offer services that are focused on helping you to fund those once-in-a-lifetime trips and special occasions for you and your family. We’ll help you to plan for these expenses and save appropriately so that when the time comes, you can take that vacation or give your daughter her dream wedding without worrying about the cost, and instead, focus on making memories that will last a lifetime.