About Horizon financial services, llc
Horizon Financial Services, LLC is a leading independent fiduciary advisory firm that has been providing top-notch financial planning services since 2011. With a team of experienced financial planners, the company has helped numerous clients achieve their financial goals and secure their future.
The company's affiliated entity, New Horizon Financial Services, Inc., was established in 2004 to provide annuities and other insurance products to its clients. This partnership allows Horizon Financial Services to offer a comprehensive range of services that cater to the diverse needs of its clients.
At Horizon Financial Services, LLC, the team understands that every client has unique financial needs and goals. Therefore, they take a personalized approach when developing customized solutions for each client. The company's fiduciary status ensures that it always acts in the best interest of its clients.
The team at Horizon Financial Services comprises highly qualified professionals who have extensive experience in various areas of finance such as retirement planning, investment management, tax planning, estate planning and risk management. They are committed to staying up-to-date with industry trends and regulations so that they can provide their clients with accurate advice based on current market conditions.
One of the key strengths of Horizon Financial Services is its commitment to transparency. The company believes in educating its clients about various investment options so that they can make informed decisions about their finances. This approach helps build trust between the firm and its clients while also empowering them to take control over their finances.
Horizon Financial Services offers a wide range of services including retirement planning, investment management services for individuals and businesses alike as well as tax-efficient strategies designed specifically for high net worth individuals or families looking for ways to minimize taxes on investments or income streams generated from assets held outside traditional retirement accounts like IRAs or 401(k)s.
In addition to these core offerings mentioned above; there are several other specialized services offered by this firm such as estate planning which includes wills & trusts creation along with asset protection strategies; charitable giving plans designed specifically around your philanthropic interests; business succession plans tailored towards small business owners looking forward towards transitioning ownership smoothly without any hiccups down-the-line etcetera!
Overall if you're looking for an experienced team who can help you navigate through complex financial situations while keeping your best interests at heart then look no further than Horizon Financial Services!
horizonfs.com
