Values – Service - Relationship
Values Based Financial Planning Services
- Customized Values-Based Financial Plan
- Values Based Discovery Workbook
- Comprehensive Annual Review & Re-Discovery Visit
- Net Worth Analysis/Detailed Net Worth Statement
- Pension Analysis / Review
- Social Security Planning / Optimization
- Retirement Planning & Stress Test(s) Analysis
- Retirement Income Distribution Model & Cash Flow
- Investment Asset Allocation Analysis
- Account Consolidation
- Informational Newsletters, Articles and Videos
- Weekly Market Commentary Summary Video
- Tax Efficient Strategies
- Roth Conversion & Contribution Analysis
- Asset Protection Strategies
- College Planning
- Insurance & Mortgage Review
- Medicare & Supplemental Plan(s) Review & Analysis
- Long Term Care Planning / Review
- Annuity Analysis / Review
- Liability Planning / Analysis
- Client Appreciation Events
- Introduction to Horizons' Strategic Partners
- Charitable Planning / Review Services (DAF & QCD)
- Business Exit Strategies
- Advise on Assets Not Managed by Horizons Financial
- Debt Elimination Strategies
- Family / Generational Review Visits
- Initial Risk Assessment Strategies
- Ongoing Comprehensive Monitoring
- Client Aggregation Service (eMoney Client Portal)
- Annual Visit with CPA and/or Attorney
- Trust Review Services
- Estate Planning Services