“If I were given one hour to save the planet, I would spend fifty-nine minutes defining the problem and one minute resolving it.”– Albert Einstein
We take a collaborative approach helping clients identify and navigate complex financial issues, especially those surrounding life transitions.
We take a client-first approach – focusing on what is important to you – by developing a fully integrated financial plan. To protect against blind spots, we feel it is important to coordinate our strategy with all your trusted professionals, while establishing a service model to make sure we stay on track.
Nobody expects to get divorced. So when it happens, it can leave you lost and overwhelmed by the uncertainty of what lies ahead. What will my future look like? Who can I trust? Where do I start? Horizon can help.
Everyone’s goals and situations are unique to them and requires an investment approach customized to meet those goals.
A retirement plan is a powerful benefit for a company and its employees. We focus on helping to maximize the benefit while minimizing the work for you.
Date: December 10, 2020 at 1PM EST
Feeling overwhelmed about your new financial picture and looking for some control?
Join a CERTIFIED FINANCIAL PLANNER™ and a CPA for a confidential one-hour post divorce financial jumpstart.
– Managing your cash flow
– Generating income from your assets
– Repositioning investments
– Risk Management
– Estate Planning
Increase your knowledge and start to develop a plan to transition to your new reality