At Horizon Investment Group, Inc., we offer a wide range of services, including investment management and comprehensive financial planning.Wherever they are in life, we can help our clients develop a strategy, whether they’re growing their family, transitioning in their career, or preparing for retirement.
Through wealth management, we can help clients create an investment portfolio that produces an appropriate diversification based on the individual client’s goals and risk tolerance. Professional investment management may provide investors access to investments they may not have otherwise, including a wide variety of traditional and alternative investment classes. We can assist clients with:
- Common Stocks
- Exchange Traded Funds (ETFs)
- Mutual Funds
- Government Securities
- Master Limited Partnerships (MLPs)
- Variable Annuities
- Real Estate Investment Trusts (REITs)
Financial planning can involve a variety of different strategies, but the overall goal is to determine how to grow, protect, and distribute one’s wealth. In building a financial plan, we help clients establish their financial goals, determine their assets and liabilities, and evaluate their current financial position. From there, we can develop and implement a plan, focusing on the client’s long-term goals.
Many clients are unsure what type or what level of insurance they need. In developing a comprehensive financial plan, we help clients address their insurance needs and help them determine appropriate options, including:
- Term Life Insurance
- Whole Life Insurance
- Guaranteed Universal Life Insurance
- Wealth Transfer Strategies with Life Insurance
- Long-Term Care Insurance