Broker Check

VALUES – SERVICE - RELATIONSHIP

  • 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 Modeling / Cash Flow Analysis
  • 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 Group
  • 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