Horizon Financial Services, Llc
Financial Service
Why pick this one
Horizon Financial Services, LLC has operated since 2011 as an independent fiduciary firm serving families with approximately $1 million in investable assets.
Best for
- Individuals and families preparing for retirement
- Clients seeking ongoing portfolio management and financial guidance
- Households needing coordinated investment, retirement, tax, legacy, and risk planning
- Clients who want financial planning coordinated with tax professionals and estate attorneys
- Families with approximately $1 million in investable assets
Look elsewhere if
- Clients seeking primarily one-time transactional advice rather than an ongoing planning relationship
- Individuals seeking a provider focused on small-account financial planning
Specialties
- retirement and income planning
- tax minimization strategies
- legacy planning
- risk management planning
- ongoing portfolio management
- integrative financial planning
Certifications
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
- Accredited Investment Fiduciary (AIF)
- Chartered Retirement Planning Counselor (CRPC)
- Financial Planning Association (FPA)
What makes them different
- Independent fiduciary advisory firm
- Established in 2011
- Primarily serves individuals and families with approximately $1 million in investable assets
- Coordinates financial planning with clients' tax preparers and estate attorneys
- Uses the proprietary PLAN Success Cycle and Wealth CheckPoints planning frameworks
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 3880 Vest Mill Rd Ste 100, Winston Salem, NC 27103-1323
- Phone
- 13366597060
- Website
- https://www.horizonfs.com
- info@horizonfs.com
Services
- wealth management
- investment planning
- retirement planning
- tax planning
- legacy planning
- risk management planning
- financial guidance