How does an advisor help clients? – Key Takeaways:
Horizons Financial Planning is a leading financial planning firm that provides expert guidance and strategies to help clients achieve their financial goals. With their extensive knowledge and experience in the financial industry, they offer a wide range of services to meet the unique needs of their clients.
Facts and Insights
Horizons Financial Planning has been in the business for over 20 years and has a team of highly skilled and knowledgeable advisors. Their commitment to excellence and dedication to their clients has established them as a reputable and trusted firm in the financial industry. They are constantly updating their knowledge and strategies to provide the best solutions for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ Years |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning and preparation
- Insurance analysis
- Education planning
- Cash flow management
Client Types
Horizons Financial Planning caters to a diverse range of clients, including individuals, families, and small business owners. They understand that each client has unique financial goals and needs, and they tailor their services to meet these specific requirements.
Fees & Compensation
Horizons Financial Planning operates on a fee-only basis, which means they are compensated solely by their clients and do not receive any commissions or incentives for recommending products or services. This ensures that their advice is unbiased and in the best interest of their clients.
Background
The team at Horizons Financial Planning consists of highly qualified and experienced financial planners, investment advisors, and support staff. They all share a passion for empowering their clients to achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
As a reputable firm, Horizons Financial Planning follows strict ethical and legal guidelines. They have no regulatory disclosures, and their advisors have a clean record, providing their clients with peace of mind and confidence in their services.