Investment Management | Horizon Planning Group

Make Your Investments Work Harder for You

Whether you have an extensive portfolio already or you’re just getting started, Horizon Planning Group can help you to make the most of your investments. Investing effectively and productively can seem like a daunting prospect, but we aim to help you better understand your investments while also helping to manage your portfolio. We’re familiar with handling every type of investment account out there:

Mutual funds
Stocks
Bonds
ETFs
Annuities (both variable and fixed)
Fee-based accounts
And more

We can help you build a diversified investment portfolio from the ground up. Or, we’ll take a look at your existing portfolio to propose ways to help improve on your current investments. Whatever you need, we’ll make sure your investments are working for you, and taking you towards your goals.

Assessing Your Existing Investments

Smart investing isn’t just about choosing where to invest your funds; that’s why we offer services to assess your existing investments and provide you with tips on how to help make those investments work smarter for you. This includes asset allocation analysis for employer-provided retirement plans, as well as second opinions on investment strategies created by other financial consultants. Above all, we want to make sure that your money is being invested in the best possible way for you.

Planning for Your Business's Future

For small-business owners, your business’s assets are central in your financial planning. Protecting your business’s future protects not only your own future, but those of your business partners, investors, and employees as well. Whether your business is well-established or just getting started, we can help to grow your business and protect those assets.

From initial setup and structuring to in-depth development and planning for your business’s succession, Horizon Planning Group makes protecting and growing your business the heart of our business.

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