Since a relationship with an Advisor is a pretty personal one, and since your money and your goals are very important to you, we thought you might want to know a little bit about what Values are most important to us.
At Horizon Wealth Solutions, we are driven by more than merely making money. Our goal is to help you become and remain financially healthy, not just to sell you products. Our business decisions and philosophy are based on this: The client’s interest always comes first. The Values that we hold most dear in accomplishing this goal include:
We believe strongly in independent and unbiased advice. We have NO proprietary (in-house) products. With access to all the financial products and services available through Cambridge Investment Research, we can choose the best product and/or service for you and your particular situation.
We put your financial interests ahead of ours, at all times. We place a high value on integrity and honesty, in each and every aspect of financial management. We adhere to the CFP(R) Board Fiduciary Standard of care.
We believe in the process of continuous planning. Even if you don’t pay for a written plan, we will still do much preparation work with you before completing any strategy implementation. We believe taking inventory of where you are, establishing goals, and creating approaches to get there are the foundations for building and protecting your wealth.
You are not an account number, but rather a unique human being and family. This is not a one-size-fits-all shop. Every client portfolio and approach will be a little bit different, because you have different goals, timelines, and starting points from all other clients.
We believe in providing you with a thorough education regarding your options, so you can make informed decisions regarding your future. Once plans and investment strategies are implemented, we will take the time to ensure that you get timely feedback on and updates on happenings in the markets, as well as the progress of your own financial plan and portfolio.
We believe protecting your wealth is vital to your financial security. Because of this, we whole-heartedly seek to implement investment strategies that are logical, well thought out, and remove emotions from the decision-making process.
We are here to support and work with you to help you achieve your goals. We encourage open communication and ongoing dialogue, regarding your goals, portfolio, financial plan, and changes in your life. This enables us to make ongoing, tactical adjustments as needed. We aim to be your resource for every financial decision, and your partner, as you move toward your goals and dreams.