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Financial Planning

Our advisors will develop and deliver a comprehensive financial plan that seeks to 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.


Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.