Personal financial security is a high priority for most people. They’re eager for advice about their retirement, estate plans, insurance, emergency funds, liabilities and asset allocation. Today’s financial conditions require a holistic approach – looking at an individual’s entire financial picture, not just one aspect. Working with a Certified Financial Planner™ professional is assurance that he or she is a credentialed specialist who does just that, and performs to high ethical and professional standards. Through our relationship with LPL Financial, Horicon Wealth Management can provide access to quality financial planning strategies, giving our valued clients the advantage of handling all their financial needs in one convenient place.
We are passionate about what we do for clients and thrive on building lifelong relationships with people. We are able to truly help individuals and their families pursue their financial goals and dreams. We feel it is important to spend additional time with our clients to educate them so they understand the process of financial planning and feel confident about the strategies we decide to implement together as a team.