Personal Comprehensive Financial Planning adn Investment Planning for All of Life's Transitions.

We empower our clients with the confidence to move forward towards their OWN wealth horizon. Our experience, knowledge and commitment to excellence in service define our value as leaders in this process.

By Protecting your wealth, Participating in market trends to Preserving profits our clients can move through any transition with resolve and peace of mind.

To accommodate the needs of our clients, we offer a full-range of advanced services. These include:

• Comprehensive Financial Planning* – includes building your personal Wealth Management website, working with Estate Planning attorneys, Elder Care attorneys and CPAs to integrate estate, tax, retirement, risk management, investment management, risk tolerance and long-term care concerns .The plan is the cornerstone of our relationship with you.

To implement the plan:

• Strategic Asset Management (SAM) – Wealth Horizon also utilizes a professional trading platform called VPM developed by a 30 year veteran trader for tactical asset management.  This is offered as appropriate on a full discretionary basis.  Discretionary services and asset management services are offered through LPL Financial.
• Managed asset plans - for professional fee-based portfolio management through LPL Financial to access institutional level management expertise
• Retirement planning - to design an investment strategy to help you work toward all of your retirement goals
• Estate planning - for preservation of wealth from generation to generation
• Long-term care - to help ensure that you and your heirs are well cared-for

*Financial planning is offered through LPL Financial