Our Services

The financial management process at Horizon Financial group begins with an in-depth evaluation of your current financial situation. Once we’ve established your overall objectives, we’ll focus on developing a plan to reach your specific goals. At Horizon we offer access to a comprehensive array of choices for investment products. As your investment advisors, we offer investment choices that are best suited for your needs.

We offer a wide range of services, Wealth Management, Portfolio Analysis, Individual and 401k, tax free and Tax Deferred Investments, Qualified &  Non-Qualified Retirement Planning, estate Planning and IRA Rollovers

  • Wealth management
  • Portfolio Analysis
  • Tax free and tax deferred Investments
  • Qualified & non-qualified retirment planning
  • Cash flow planning
  • IRA rollovers 
  • Estate conservation
  • Insurance and annuity products