• We build
    true wealth

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

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  • Process-Driven
    Strategies

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

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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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Monthly Newsletter
Monthly Investment Review: November 2016

November was quite a month and not only for the markets, but for the U.S. electorate as they went to the polls to select the new President of The United States. Markets reacted favourably, as we will discuss below, with many indices hitting all-time highs. The S&P 500 and the NASDAQ Composite were up 3.42% and 2.59%, respectively, for the month. Read more

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Market Commentary
Weekly Market Commentary December 5, 2016

Of the three major U.S. indices, only the Dow Jones Industrial Average eked out a positive return last week. The S&P 500 and the tech-heavy NASDAQ Composite were down 0.97% and 2.65%, respectively, while the aforementioned Dow Jones was up just 0.10%. International markets didn’t fare much better. Japan’s Nikkei 225 Average was down 0.47% for the week and the MSCI Europe index was off 0.33%. Read more

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Blog
Conviction: A Portfolio Manager’s Secret Weapon

Published by Rob Furlong, Co-Portfolio Manager, and the Carson Institutional Alliance Investment Committee

Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on how to prepare and present an equity analysis on this year’s company. Every year I’m impressed and encouraged by the curiosity of the students. Read more

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Video
Life & Money

We view your wealth as a tool to help you get the things you want out of life. How do you prioritize spending versus saving? Watch this video to learn how these decisions can impact your long-term goals. Read more

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Infographic
Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more

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News
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

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Whitepaper
Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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    Blog post
  • Reviewing and Updating Your Estate Plan

    Published by Ben Goethel, Director of Wealth Enhancement Group | LinkedIn

    It’s been a couple of years since I last wrote about the need to review and update your estate plan. A lot can happen in only a couple of years – marriage, purchase of a new home, the birth of a child. My particular situation involves two out of the three life events listed above. As a former practicing estate planning attorney, you can bet I have updated my estate plan (including updating beneficiaries on Transfer on Death/Payable on Death accounts) to reflect these life events. Read more

    Weekly Market Commentary
  • Weekly Market Commentary November 28, 2016

    Equity investors across the world enjoyed positive returns last week. The Dow Jones Industrial Average, the S&P 500 and the NASDAQ Composite were all up between 1.44% and 1.51%. Asian equities were mixed with China’s Shanghai Composite up 1.81% and Japan’s Nikkei 225 Average flat for the week. European equities, however, posted a solid five trading days with the MSCI Europe Index up 1.28%. Read more