• We build
    true wealth

    Our passion is to uncover what is truly important to you.

    Explore our approach
  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Discover the right investment strategy for you.

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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

Portfolio Management

Our Wealth 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

Risk Management

Our insurance specialists will identify areas where there may be some exposure that could impact your wealth management goals. Learn more

Tax Planning

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

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Wealth Planning

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

Estate Planning

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

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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.

Investment Management

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.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Tucson, Horizon Financial Group has advisors helping clients across southern Arizona. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Horizon Financial’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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Market Commentary
Weekly Market Commentary: April 25, 2016

Global markets were mixed last week. Our domestic markets bounced off 2016 highs and the Dow Jones Industrial Average ended the week up 0.6% while the S&P 500 and the NASDAQ Composite were up 0.5% and down 0.6%, respectively. Read more

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Video
2016 2nd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming 2nd quarter. Contact us to speak with a Wealth Advisor.
Read more

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Monthly Newsletter
Monthly Investment Review: March 2016

The first three months of the year saw investors in the US down more than 10%, European investors off more than 13% and Asian investors down nearly 25% in China and more than 21% in Japan. Read more

estate planning
Blog
What is the Difference Between a Will &...

Published by Beth Schanou, Director of Wealth & Estate Planning

Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, but they are administered differently and have varying advantages. Read more

Back2BasicsFeatured
Whitepaper
Back 2 Basics

The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combined.

Download Whitepaper

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Infographic
Back 2 Basics

AMONG ADULTS AGES 25 TO 65:

  1. 50% – Don’t feel they’re on top of their finances
  2. 27% – Don’t know where to start and need more education or information
  3. 15% – Don’t want to deal with their finances because it’s “too overwhelming”

Read more

US News v2
News
3 Reasons Why Robo-Advisors May Not Be for ...

While robo-advisors may be a fit for certain investors, they’re not for everyone.

Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: April 18, 2016

    US markets turned up last week and pushed year-to-date returns further into positive territory as investors reacted to corporate earnings and global economic data releases.

    Read more