At Horizons Planning, you will always know who you are working with because we develop personal relationships with our clients. When you call us we know you as a person not just an account number.
Once you become a client, we set a schedule to meet with you on a recurring basis. With regularly scheduled meetings, you know you will be hearing from us to update your financial situation, not just to sell you another product.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.