HORTON FINANCIAL PLANNING LLC
Horton Financial Planning LLC is a leading financial planning firm that helps clients achieve their financial goals through expert guidance and strategic advice. With years of experience in the financial industry, their team of advisors has become well-known for their knowledge and insights, helping clients make informed decisions about their finances.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance
- Comprehensive financial planning services
- Customized strategies tailored to each client’s unique needs
- Ongoing support and monitoring of financial goals
- Access to a variety of financial products and services
Facts and Insights
Horton Financial Planning LLC has a proven track record of helping clients achieve their financial goals. They believe in building strong, lasting relationships with their clients and prioritize their clients’ best interests in all of their recommendations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 10 | 15 years |
These numbers demonstrate the firm’s success in managing their clients’ assets and their continued growth and success in the financial industry.
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
Horton Financial Planning LLC offers a comprehensive range of financial services to address all aspects of their clients’ financial needs.
Client Types
Horton Financial Planning LLC serves a diverse range of clients, including individuals, families, small business owners, and corporate executives. They work closely with each client to understand their unique financial situation and develop personalized strategies to help them achieve their financial goals.
Fees & Compensation
Horton Financial Planning LLC believes in transparency when it comes to fees and compensation. They offer fee-only planning, meaning they do not receive commissions or compensation from any financial products or services they recommend. This ensures that their advice is always unbiased and in their clients’ best interests.
Their fees are based on a percentage of the assets they manage for their clients or a flat fee for certain services. They provide a clear breakdown of their fees and are available to discuss any questions or concerns their clients may have.
Background
Horton Financial Planning LLC was founded by John Horton, a highly experienced and knowledgeable financial advisor with over 20 years of experience in the industry. He holds advanced financial planning certifications and is dedicated to staying current with industry trends and developments to provide the best possible service to his clients.
Financial Advisor Disclosures to Know
Horton Financial Planning LLC is committed to transparency and follows all regulatory guidelines to ensure that their clients are well-informed. They disclose all potential conflicts of interest and any disclosures required by the Securities and Exchange Commission.
In conclusion, Horton Financial Planning LLC is a reputable and trustworthy financial planning firm with a proven track record of guiding clients towards their financial goals. Their team of advisors is dedicated to providing expert advice and personalized strategies to help clients make sound financial decisions.