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How does the advisor help clients – Key Takeaways:
Horizons Planning Corporation provides comprehensive financial planning and investment management services to help clients achieve their financial goals and secure their financial future.
Their team of experienced financial advisors offers personalized strategies to help clients manage their assets, minimize taxes, plan for retirement, and protect their wealth. They take a holistic approach to financial planning, considering all aspects of a client’s financial situation to develop a customized plan that fits their unique needs.
Facts and Insights
Horizons Planning Corporation has been in business for over 30 years and currently has over $500 million in assets under management. They have a team of 10 financial advisors who specialize in various financial planning areas, including retirement planning, investment management, tax planning, and insurance planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 30+ years |
Financial Services Offered
Horizons Planning Corporation offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Insurance planning
- Estate planning
- Education planning
Client Types
Horizons Planning Corporation serves a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Institutions
Fees & Compensation
Horizons Planning Corporation is a fee-based firm, meaning they charge a percentage of assets under management for their services. They also offer hourly and project-based fees for specific financial planning needs. The exact fee structure may vary depending on the complexity of a client’s situation and the services provided.
Background
Horizons Planning Corporation was founded in 1989 and has been dedicated to helping clients achieve financial success ever since. Their team of financial advisors has a diverse range of backgrounds and experiences, allowing them to provide well-rounded advice and guidance to clients. They are committed to ongoing education and staying up-to-date with industry trends and best practices.
Financial Advisor Disclosures to Know
As a registered investment advisor, Horizons Planning Corporation is held to a fiduciary standard, meaning they are legally required to act in the best interests of their clients. They have no disclosures or disciplinary actions on their record, demonstrating their commitment to ethical and transparent practices.