Most people plan to leave the workforce at some point in their life. While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work because one wants to and not because one needs to, takes time and thoughtful retirement planning. Read more
Advice in Common Language
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Horizon Financial, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Horizon Financial we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our Financial Advisors will help determine your Family Index Number which will guide us in building a customized investment portfolio to help you pursue your goals. Learn More
Our insurance specialists will identify areas where there may be some exposure that could impact your wealth management goals. Learn more
Managing your tax liability is crucial particularly when retired. By collaborating with your Accountant to review your recent tax returns we can assist you in becoming proactive in minimizing taxes and not pay more than you should. Learn more
Our Wealth Enhancement Group is comprised of a team of financial specialist who are experienced in developing wealth plans designed to meet your unique needs and goals. Learn more
Our Wealth Enhancement Group is here to help and can provide guidance that will match your family goals. We will collaborate with your legal and accounting professionals to assist in these areas. Learn more
Personalized Wealth Management
Our mission at Horizon Financial Group is to empower clients to pursue their financial goals and reduce their fears about money by helping them to make smart financial decisions, while at the same time provide a level of service that exceeds expectations. We understand that your goals and objectives are completely unique, and we are passionate about helping you discover and pursue your desired outcomes. Our goal is to be your most trusted financial advisor by sharing our professional knowledge, transparent insight, integrity and personalized wealth management service with you. We strive to be the top wealth management firm in Southern Arizona serving affluent families, business owners, executives and institutions. Our team is dedicated to providing the highest level of service for our local and national clients in financial planning and investment management.
Contact us today and let Horizon Financial Group help you on your True Wealth journey.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Headquartered in Tucson, Horizon Financial Group has advisors helping clients across southern Arizona. Contact us today to speak with a financial advisor or financial professional nearest you.
Market CommentaryWeekly Market Commentary May 14, 2018
A benign inflation report and positive news out of North Korea provided a boost for global stock markets. For the week, the S&P 500 soared 2.4%. Global stocks rose, as the MSCI ACWI climbed 2.1%. The Bloomberg BarCap Aggregate Bond Index was unchanged for the third straight week.
Monthly NewsletterMay Monthly Newsletter: Retirement and Social Security ...
Income from Social Security benefits plays an incredibly important role for many Americans in retirement. In 2015, 85% of married couples and 84% of non-married persons aged 65 or older received Social Security benefits.
BlogWhy Diversified Investments Are Crucial
Published by Tyler Schlumpf
There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific company, credit and liquidity risks are just a few. While systematic risk cannot be diversified away, unsystematic risk can through diversified investments. Read more
NewsFinancial Tips 2018: How to get ahead on ...
It’s 2018 and now’s the time to get your finances in order.
To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more
Weekly Market Commentary
- Weekly Market Commentary May 7, 2018
Jittery investors and several key economic reports produced big market swings in both directions last week. The S&P 500 dipped 0.2%. The global MSCI ACWI dropped 0.5%, and the Bloomberg BarCap Aggregate Bond Index was unchanged for the second straight week.