Horizon Financial Group, LLC is a wealth management firm that specializes in investment management, retirement and estate planning services for a select group of retired families. Our advisors are affiliated with LPL Financial, the nation's largest independent broker/dealer*. Please click the following link to visit our website describing our services and why going with an independent advisor may be to your advantage.

*As reported in Financial Planning magazine June 1996-2011, based on total revenues.

With the recent economic and market turmoil, our clients are looking to develop a long-term relationship with a firm that can assist them in understanding how to pursue their specific retirement goals and objectives. Generally, they are between the ages of 60 and 80, have a minimum of $500,000 of investable assets and are willing to openly discuss how to accomplish their objectives. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

Our approach can help you invest your retirement assets conservatively, reduce your exposure to taxes, meet your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.

If this method of meeting your financial needs sounds appealing, we invite you to view our Wealth Management System and spend some time exploring our website. We also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or e-mail us.