About HORIZON FINANCIAL PLANNING LLC
HORIZON FINANCIAL PLANNING LLC is a reputable financial planning firm that provides expert and personalized financial advice to its clients. With years of experience in the industry, their team of professionals are highly knowledgeable and dedicated to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers a wide range of financial services
- Provides personalized and expert financial advice
- Specializes in creating detailed financial plans
- Works closely with clients to understand their financial needs and goals
- Regularly reviews and updates financial plans to ensure they remain on track
Facts and Insights
HORIZON FINANCIAL PLANNING LLC has been in business for over 15 years, serving a diverse clientele ranging from individuals to small businesses. Their professional team consists of certified financial planners, investment advisors, and financial experts, all committed to providing top-notch financial solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
- Individuals
- Small businesses
- Families
- High net worth individuals
Fees & Compensation
HORIZON FINANCIAL PLANNING LLC operates on a fee-only model, meaning they charge a flat fee for their services rather than earning commissions from financial products. This ensures that their advice is objective and in the best interest of their clients. The exact fee is based on the complexity of the client’s financial situation and the level of services required.
Background
The team at HORIZON FINANCIAL PLANNING LLC is highly educated and trained in the field of finance. They hold various certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Consultant (ChFC). This expertise and knowledge are essential in providing comprehensive and accurate financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, HORIZON FINANCIAL PLANNING LLC is required to disclose any potential conflicts of interest to their clients. This includes any affiliations with financial institutions or potential benefits they may receive from recommending certain products. They are also legally obligated to act in the best interest of their clients at all times.