Private Client Services
Comprehensive Support for Sophisticated Needs
At Horizon Financial Group, we recognize the unique financial demands of high-net-worth individuals. Our Private Client Services are tailored to ensure your wealth not only receives expert care but also continues to grow and align with your vision for the future. Through our affiliation with Cetera Advisors and other leading industry connections, we offer a robust suite of services designed for the sophisticated needs of our clients.
Exclusive Service Offerings
- Goals-based financial life planning.
- Comprehensive banking assistance including cash, liquidity, and credit management.
- Advanced tax-efficient investing and portfolio stress testing.
- Dynamic retirement income strategies and estate planning.
- Access to exclusive private equity and alternative investments.
Investment Management
- Customized investment strategies managed through Cetera’s industry-leading platforms.
- Diverse asset management options, allowing for a flexible and sophisticated investment approach.
- Regular investment analytics and portfolio reviews to adapt to changing financial landscapes.
Unique Access and Advanced Planning
- Direct access to high-profile industry experts, money managers, and exclusive research.
- Business valuations and succession planning by a network of specialized attorneys and valuation experts.
- In-depth retirement solutions and securities-based lending options through esteemed partners.
Premier Experience
- Coordination with CPAs, attorneys, and other professionals to ensure a holistic approach to wealth management.
- Exclusive invitations to special events and a dedicated service team focused on your financial needs.
- Access to concierge services and advanced technology solutions to manage your financial landscape efficiently.
As part of Horizon's Private Client Services group, you enjoy a multitude of benefits, including access to a larger array of investment opportunities, on-demand holistic views of your wealth, and secure online document storage. Our commitment is to provide you not just with exceptional financial guidance but with a comprehensive suite of services that address all aspects of your financial life. Contact us today to learn how Horizon Financial Group can help elevate your financial success to new heights.
Your Financial Matrix
Budgeting
Management
Expenses
Expenses
Analysis
Allocation
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results.
Getting Started is Simple
In a short call, we will get to know your main financial objectives and goals then schedule a time for an initial meeting with one of our financial advisors.
Schedule a conversation with one of our professional advisors to see how we can help.
Meet with us to gather your info, lay out your financial goals and your vision for the future.
Get a tailored strategy and action plan to confidently move towards your future.