Wealth Management Personal Services

While developing a customized financial program, we will walk you through a step-by- step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

At Horizons Financial Group we provide personal assistance in the following areas:

Investment Services

  • Both Advisory & Traditional Brokerage Accounts
  • Common Stock
  • Corporate Bonds
  • Treasury Bills, Notes and Bonds
  • Government Agency Securities
  • Mutual Funds
  • Exchange Traded Funds
  • Variable Annuities

Values-Based Financial Planning

  • 401(k), 403(b), 401(a), 457(b) & (f) and Profit Sharing Retirement Plans
  • Traditional and Roth IRA
  • College 529 Plans
  • Educational IRA
  • Estate Planning Strategies'

    More Services