Who We Serve

Horizon Wealth Advisors seeks to develop long-term relationships with thoughtful, successful individuals families and organizations. We help our clients have the confidence and knowledge they need to navigate the complexities that wealth brings. Our comprehensive approach results in organization, understanding and ongoing management and support. Following is a brief description of some of the segments we serve.

Executives and Professionals

Horizon Wealth Advisors works with executives and professionals to maximize executive benefit plans, conduct retirement and other scenario planning, implement tax planning strategies and analyze stock options, restricted shares and other employer stock plans. We also devise strategies for deferred compensation planning and to help maximize pension payouts.

Women in Transition

We work with many divorcees and widows, serving as a sounding board for the many decisions they are now facing after becoming widowed or divorced. Our services include comprehensive financial planning and attendant services including analyzing the tax consequences of divorce settlements, cash flow and budgeting, advice on buying and selling homes, planning for second-marriage, and other matters that are of particular interest to this segment of our clientele.

Entrepreneurs and Small-Business Owners

Horizon helps our business owners and entrepreneurs through tax planning strategies, estate tax and distribution strategies, insurance needs analysis, cash management and succession planning. Other services offered include assistance with managing variable income and liquidity events, and retirement planning.

Retirees

Horizon Wealth Advisors assists retirees with all of their financial needs. These include aligning retirement investments with overall goals, developing tax smart retirement income distribution strategies, helping clients understand their retirement payout options, creating Social Security maximization strategies, and providing estate tax and distribution planning, long-term-care planning and retirement scenario planning.

Estate and Trust Administration

We have many years of experience helping families with estate and trust administration. We partner with many different estate planning attorneys to devise and support our clients’ estate plans and documentation. In addition, we help with the administration and estate settlement process when a client dies. We work closely with executors and trustees to understand the complexities of wills and trust instruments. In addition, we help arrange the distribution of the estate to heirs or trusts, etc.