A healthy, prosperous, and effective financial life is the result of your own hard work, planning, saving, and other efforts.

This healthy life is also the result of having input from a Team of multiple advisors who specialize in one or more of the financial aspects of living fully and abundantly. There are many life endeavors that can be handled on your own; however, at some point, it makes sense to consult with those who have specific expertise – professionals who can help you plan, implement your goals, and live better and more effectively.

The Certified Financial Planners at Horizon Wealth Solutions can advise you on many aspects of your finances, as well as refer you to other advisors who have specialized licenses and proficiencies. Your planning will work best when your advisors (with your permission) work as a team on your unique situation. Working together – they can build a strong and powerful team giving you comfort, and helping you accomplish your life’s goals and dreams.

Certified Financial Planner TM

  • Comprehensive Planning
  • Situational Reviews
  • Income Planning
  • Investing Strategies
  • Asset Management
  • Mutual Funds
  • Annuity Products
  • Alternative Investing
  • Portfolio Analysis
  • Retirement Rollovers
  • Business Planning
  • Life Insurance
  • Third Party Money Managers
  • Client Education

Legal Advisors

  • Estate Planning Attorney
  • Business Attorney
  • Elder Law
  • Asset Protection
  • Family Law Attorney
  • Estate Administration
  • Fiduciary Services

Lifestyle Advisors

  • Health Care Specialists
  • Travel Consultant
  • Day Care Provider
  • Event Planner
  • Decorator
  • Landscaping Expert
  • Asset Appraiser
  • Senior Services

Insurance Advisors

  • Auto Insurance
  • Homeowner’s Insurance
  • Liability Protection
  • Life Insurance
  • Short/Long Term Disability
  • Long Term Care Insurance
  • Business Insurance
  • E&O Protection
  • Worker’s Comp
  • Medical Insurance
  • Annuities
  • Employee Benefits

Business Advisors

  • Employee Benefits
  • Health Insurance
  • Medical, Dental, Vision
  • Qualified Pension Plans
  • Third Party Administrator
  • Business Coach
  • Payroll Service
  • Business Broker

Money & Tax Advisors

  • CPA
  • Enrolled Agent
  • Bookkeeper
  • CFO Services
  • Personal Banker
  • Business Banker
  • Stock and Bond Specialists
  • College Planning Advisors
  • Philanthropic Planners

You – Our Valued Client

  • Goals & Dreams
  • Life Plans
  • Health
  • Family
  • Business
  • Priorities
  • Worries & Challenges
  • Retirement
  • Growing Old Gracefully
  • Legacy

Real Estate Advisors

  • Residential Realtor
  • Commercial Broker
  • Mortgage Broker
  • Escrow Services
  • Inspectors & Contractors
  • Property Manager
  • Reverse Mortgage Specialist