• 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

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

Market Commentary
Weekly Market Commentary May 22, 2017

While the week started with fresh new highs for the S&P, stock markets tumbled mid-week on concerns political allegations may disrupt reform agendas in the U.S. and Brazil. On Wednesday the S&P 500 dropped approximately 1.5%. For the week, the S&P 500 slid 0.4%, the MSCI ACWI index of global stocks was basically unchanged, and the Bloomberg BarCap US Bond Aggregate rose 0.4%.  Read more

Monthly Newsletter
May Monthly Newsletter: Estate Planning for Digital ...

Estate planning has become more difficult with the introduction of technology into every aspect of an individual’s life. Years ago, people filed away bank books, stock certificates, financial statements and most other important documents in a filing cabinet or a safety deposit box. Read more

Blog
How to Set up a Trust

Published by Beth Schanou, Director of Wealth and Estate Planning

A trust can be a necessary tool for an estate plan. But, you may ask, what is a trust? Put very simply, a trust is created with a formal legal document to manage assets for beneficiaries. The trust is created by a person called the Settlor or Grantor, and a Trustee is appointed to follow the rules of the trust for management of the trust and its assets for the beneficiaries’ benefit. Read more

2017 Q2 Market Outlook Video
Video
2017 2nd Quarter Outlook Video

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

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

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    Blog post
  • What’s in Your Wallet? A Powerful Portfolio Management Tool

    Published by Rob Furlong

    When considering portfolio management tools many people think about complex spreadsheets or Bloomberg terminals flashing red and green stock quotes all day. While these are necessary, they are far from the most significant tool. I carry my most powerful portfolio management tool in my wallet: a library card. Read more

    Weekly Market Commentary
  • Weekly Market Commentary May 15, 2017

    Markets remained almost flat through the week as economic releases failed to trigger any significant reaction. The S&P 500 slid 0.4% while the MSCI All Country World Index (ACWI) eked out a 0.1% gain. The Aggregate U.S. Bond Index climbed 0.2%. Volatility remains historically low and investor complacency remains a risk. Read more