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Financial Planning

Our advisors will develop and deliver a comprehensive financial plan that will put you on a path to work toward your goals. Having a clear picture of your current financial situation as well as clearly defined goals for the future is an integral part of the wealth management process. Our CERTIFIED FINANCIAL PLANNER™ professionals assist clients in the development of personal financial plans. Planning is offered in the following areas:

  • Retirement Planning
  • Investment Planning and Asset Allocation
  • Budget and Cash Flow Analysis
  • Education Planning
  • Estate Planning

Whether you want to develop a comprehensive plan or are looking to target a specific goal, Horizon Wealth Management can help.


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.