Horizons Planning Corporation
Horizons Planning Corporation was founded in 1968 and incorporated as a Registered Investment Advisor in 1984. We provide financial, investment, tax and insurance advice on a fee-for-service basis.
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.
BA, Economics & Business, Spring Arbor College 1977. Scott has been in financial services since 1986 and has passed both securities and insurance licensing examinations. He has completed the CFP professional education program and has been with Horizons Planning Corporation since 1988. Scott passed the investment adviser's examination (Series 65) in 2007. Scott currently serves as President of Horizons Planning Corporation.
BA, Psychology, University of Michigan 2006. Michael has been employed full-time with Horizons Planning Corporation since graduation. Michael passed the investment adviser's examination (Series 65) in December 2007, and passed his Life, Health, and Accident Insurance examination in April 2010.
MBA, Finance, University of Michigan 1984; MA, History, UCLA 1974; BA, University of Michigan 1972. David has completed the ChFC professional education program and has passed both securities and insurance licensing examinations. David has passed the investment adviser's examination (Series 65). David also provides a tax preparation service as well as serving as a consultant in the area of small business accounting. David has been an Investment Advisory Representative with Horizons Planning Corporation since 1993.