Keeping your investments on track is essential to your long term strategy. We will meet with you on a regular basis to help you understand the rapidly changing markets as your needs change over time.
Horizon Wealth Management currently services over $250 million in brokerage and advisory assets and offers securities through LPL Financial. Our investment services include:
Retirement Income Planning
Investment Planning and Implementation
College Education Funding
We offer a complete array of investment options including:
Mutual Funds
Private REITS
Stocks
Alternative Investments
Bonds (Taxable and Municipal)
Investment Advisory Services
Government Securities
College Savings Plans
Annuities (Variable and Fixed)
Life Insurance
Keeping up With The Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
