Our Commitment to You.
The Horizon team is committed to fully understanding your family’s goals and needs. We strive to keep your best interest behind each financial recommendation we make and provide clear and timely communications. Our team will provide you with a comprehensive breadth of industry knowledge and meet investment performance expectations. We will protect your family’s finances from downside risk and pride ourselves on quick problem resolution.
We will act as the personal CEO for your financial affairs and help create and execute an up-t-date formal financial plan. We consistently deliver high level personal service and fully disclose all of our fees. Our team will help you organize and catalogue your important financial documents. We also provide insurance reviews and can introduce you to our personal and professional networks.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
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