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Financial Planning

Financial planning is at the very core of the life planning services we provide to individuals and families seeking to build, preserve and manage wealth over time.

Retirement income planning, investment, insurance and estate planning are components of a larger, more comprehensive financial plan designed to address multiple financial and lifestyle goals. Your plan also provides for your heirs and defines the legacy you choose to leave.

At Horizon Wealth Management, we employ a disciplined planning process that seeks to:

  • Understand your vision, goals and current situation
  • Analyze and construct an integrated and comprehensive plan tailored to your needs and objectives
  • Implement your plan
  • Review and refine your plan over time

Learn more about Our Planning Process