Empowering You to Achieve Your Financial Goals
At Horizon Wealth Management, we empower individuals to take control of their financial futures through personalized retirement planning and estate conservation strategies. We are passionate about helping clients achieve their financial goals and live life with confidence.
Our Expertise
With extensive experience in the financial services industry, our team of professionals offers comprehensive guidance on:
- Retirement Planning: Crafting individualized plans to maximize retirement savings, investments, and withdrawals.
- Estate Conservation: Developing strategies to safeguard your assets and minimize estate taxes.
- Wealth Management: Developing and implementing investment strategies consistent with your goals and risk tolerance.
- Financial Planning: Collaborating with clients to establish budgets, track expenses, and manage debt.
Our Client-Centric Approach
We prioritize understanding your unique financial situation and goals. We take the time to:
- Listen attentively to your concerns and aspirations.
- Tailor solutions to your specific needs and objectives.
- Provide clear and concise explanations in understandable language.
- Work collaboratively with you to make informed financial decisions.
Resources at Your Fingertips
Our website serves as a valuable resource to access helpful tools and educational content, including:
- Calculators to estimate retirement needs, mortgage affordability, and other financial scenarios.
- Articles covering a wide range of personal finance topics.
- Glossary of financial terms to empower you with financial knowledge.
- Newsletters offering insights and updates on current financial trends.
Impressive Investment Company
Kurt P. had a positive experience with a local feduciary investment company, awarding it 4 stars. The reviewer decided to move their retirement savings to the company, entrusting their financial planner with their portfolio. What impressed Kurt was the credentials of the company's employees, particularly their manager who holds both CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst) accreditations.
Properly Licensed and Accredited Professionals
The reviewer appreciated that the company's financiers were appropriately licensed and accredited, which gave him confidence in their capabilities. In contrast, Kurt had experienced issues with other investment companies in Wichita, suggesting that this local firm stands out for its commitment to quality and professionalism.
Future Outlook
Kurt expressed his enthusiasm for seeing how well his financial planner would perform, hinting at a strong partnership and potentially long-term relationship with the company.
