Comprehensive Approach

We utilize a comprehensive approach to wealth management to provide advice and implementation across the financial planning disciplines. Many times our new clients have financial and advisory relationships with several outside professionals. The client receives advice from each of these advisors based on a multitude of factors. However, there is often little to no coordination of effort between professionals. We call this situation “financial fragmentation” (Fig. 1). At Horizon, we will collaborate with your professional advisors to deliver contextual advice focused on your goals (Fig. 2).


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