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Comprehensive Services to Plan for Your Future

At Horizon Planning Group, we provide a wide range of services that are designed to help you feel secure and confident in your future. Wherever you may be in your financial planning, and wherever you want your path to take you, we have the services and expertise you need to chart a course to get you there. Our comprehensive services list includes:

Our guiding principle is to always do what's best for our clients. We're not here to upsell you or convince you to pay for services you don’t genuinely need. We'll help you to determine which services will best serve your interests, and get you on the path to reach your financial goals. More importantly, we'll help you to understand why that path is the right one for you, so you can move forward with total confidence in your financial decisions.

Our Client-Focused Process

How do we chart the best course for you? How do we determine the services that will meet your needs? For over 35 years, our clients' goals have been at the center of every recommendation and strategy we implement. Here's how it works:

  • Establish your goals - We'll sit down with you to figure out where you want to be.
  • When do you want to retire? What lifestyle do you want in retirement? What other short-term or long-term plans do you have for your future?
  • Evaluate your assets - We'll take a careful look at the assets you already have in place, including investments, financial accounts, and real estate.
  • Mind the gap - Once we know where you want to be and where you're currently at, we'll take a closer look at that space in between to determine what you need to fill the gap.
  • Present the options - Next, we'll give you a detailed recommendation of how you should proceed to reach your goals. This will be a completely tailored, customized plan just for you.
  • Implement the strategy - It's time to take action. We'll help you implement the strategy that we've developed together, from estate planning techniques to asset allocation and everything in between.
  • Monitor the plan - We'll continue to monitor how your strategy is performing with a periodic evaluation to make sure you stay on track to meet your goals.

This isn't a set-it-and-forget-it kind of process. As we monitor the plan, we'll keep circling back to the beginning of this process and doing it over and over again - adjusting to new goals, evaluating new assets, examining new options, and so on. We keep the wheel turning so you can keep moving forward to meet those goals, no matter what.

Navigate Your Finances with Confidence

We're not here to take over your finances. We're here to help you navigate your financial decisions and goals with confidence. Wherever you're at in your journey, whatever your goals and budget may be, we have a way to help you. Through ongoing education, support, and expert recommendations, we'll give you the guidance you need to create a secure financial future. Contact us today to set up a consultation, and let's chart a course to reach your goals together.