horizonfs.com Open in urlscan Pro
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Form analysis
3 forms found in the DOM

POST /#wpcf7-f1288-p6-o2

<form action="/#wpcf7-f1288-p6-o2" method="post" class="wpcf7-form init" aria-label="Contact form" novalidate="novalidate" data-status="init">
  <div style="display: none;">
    <input type="hidden" name="_wpcf7" value="1288">
    <input type="hidden" name="_wpcf7_version" value="6.0.1">
    <input type="hidden" name="_wpcf7_locale" value="en_US">
    <input type="hidden" name="_wpcf7_unit_tag" value="wpcf7-f1288-p6-o2">
    <input type="hidden" name="_wpcf7_container_post" value="6">
    <input type="hidden" name="_wpcf7_posted_data_hash" value="">
    <input type="hidden" name="_wpcf7cf_hidden_group_fields" value="[&quot;referral&quot;]">
    <input type="hidden" name="_wpcf7cf_hidden_groups" value="[&quot;referral&quot;]">
    <input type="hidden" name="_wpcf7cf_visible_groups" value="[]">
    <input type="hidden" name="_wpcf7cf_repeaters" value="[]">
    <input type="hidden" name="_wpcf7cf_steps" value="{}">
    <input type="hidden" name="_wpcf7cf_options"
      value="{&quot;form_id&quot;:1288,&quot;conditions&quot;:[{&quot;then_field&quot;:&quot;referral&quot;,&quot;and_rules&quot;:[{&quot;if_field&quot;:&quot;primary-source&quot;,&quot;operator&quot;:&quot;equals&quot;,&quot;if_value&quot;:&quot;Referral from a Friend\/Family Member&quot;}]}],&quot;settings&quot;:{&quot;animation&quot;:&quot;yes&quot;,&quot;animation_intime&quot;:200,&quot;animation_outtime&quot;:200,&quot;conditions_ui&quot;:&quot;normal&quot;,&quot;notice_dismissed&quot;:false}}">
    <input type="hidden" name="_wpcf7dtx_version" value="5.0.2">
  </div>
  <div class="formf">
    <p><label>First Name (required)<br>
        <span class="wpcf7-form-control-wrap" data-name="first-name"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" aria-required="true" aria-invalid="false" value="" type="text"
            name="first-name"></span></label>
    </p>
    <p><label>Last Name (required)<br>
        <span class="wpcf7-form-control-wrap" data-name="last-name"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" aria-required="true" aria-invalid="false" value="" type="text"
            name="last-name"></span></label>
    </p>
    <p><label>Zip Code (required)<br>
        <span class="wpcf7-form-control-wrap" data-name="zip-code"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-tel wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-tel" aria-required="true" aria-invalid="false" value=""
            type="tel" name="zip-code"></span></label>
    </p>
    <p><label>Email (required)<br>
        <span class="wpcf7-form-control-wrap" data-name="primary-email"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-email wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-email" aria-required="true" aria-invalid="false"
            value="" type="email" name="primary-email"></span></label>
    </p>
    <p><label>Telephone (required)<br>
        <span class="wpcf7-form-control-wrap" data-name="primary-phone"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-tel wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-tel" aria-required="true" aria-invalid="false"
            value="" type="tel" name="primary-phone"></span></label>
    </p>
    <p><span class="wpcf7-form-control-wrap" data-name="text"><span class="wpcf7-form-control wpcf7-checkbox"><span class="wpcf7-list-item first last"><label><input type="checkbox" name="text[]"
                value="By clicking this box you agree to receive text messages from Horizon Financial Services, LLC. Message and data rates may apply. Message frequency varies. Reply STOP at any time to unsubscribe from text messages."><span
                class="wpcf7-list-item-label">By clicking this box you agree to receive text messages from Horizon Financial Services, LLC. Message and data rates may apply. Message frequency varies. Reply STOP at any time to unsubscribe from text
                messages.</span></label></span></span></span>
    </p>
  </div>
  <div class="formf2">
    <p><label>What dates/times work for your schedule? (required)<br>
        <span class="wpcf7-form-control-wrap" data-name="dates-times"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" aria-required="true" aria-invalid="false" value="" type="text"
            name="dates-times"></span></label>
    </p>
    <p><label>How would you like to be contacted?<br>
        <span class="wpcf7-form-control-wrap" data-name="primary-contact"></span></label></p>
    <div class="wpcf7-select-parent"><select class="wpcf7-form-control wpcf7-select wpcf7-validates-as-required" aria-required="true" aria-invalid="false" name="primary-contact">
        <option value="">Click to Select</option>
        <option value="Email">Email</option>
        <option value="Phone Call">Phone Call</option>
        <option value="Text">Text</option>
      </select>
      <div class="select-arrow" style="height: 38px; width: 38px; line-height: 38px;"></div>
    </div>
    <p></p>
    <p><label>Would you like to receive our e-newsletter? (required)<br>
        <span class="wpcf7-form-control-wrap" data-name="primary-newsletter"></span></label></p>
    <div class="wpcf7-select-parent"><select class="wpcf7-form-control wpcf7-select wpcf7-validates-as-required" aria-required="true" aria-invalid="false" name="primary-newsletter">
        <option value="">Click to Select</option>
        <option value="Yes">Yes</option>
        <option value="No">No</option>
        <option value="I'm a Current Subscriber">I'm a Current Subscriber</option>
      </select>
      <div class="select-arrow" style="height: 38px; width: 38px; line-height: 38px;"></div>
    </div>
    <p></p>
    <p><label>How did you hear about us? (required)<br>
        <span class="wpcf7-form-control-wrap" data-name="primary-source"></span></label></p>
    <div class="wpcf7-select-parent"><select class="wpcf7-form-control wpcf7-select wpcf7-validates-as-required" aria-required="true" aria-invalid="false" name="primary-source">
        <option value="">Click to Select</option>
        <option value="Direct Mail">Direct Mail</option>
        <option value="Email">Email</option>
        <option value="Facebook">Facebook</option>
        <option value="LinkedIn">LinkedIn</option>
        <option value="Online Search (i.e. Google, Yahoo, Bing)">Online Search (i.e. Google, Yahoo, Bing)</option>
        <option value="Digital Listing (i.e. Better Business Bureau, SmartAsset)">Digital Listing (i.e. Better Business Bureau, SmartAsset)</option>
        <option value="Seminar">Seminar</option>
        <option value="Webinar">Webinar</option>
        <option value="Referral from a Friend/Family Member">Referral from a Friend/Family Member</option>
        <option value="I'm a Current Client">I'm a Current Client</option>
        <option value="Other">Other</option>
      </select>
      <div class="select-arrow" style="height: 38px; width: 38px; line-height: 38px;"></div>
    </div>
    <p></p>
    <div data-id="referral" data-orig_data_id="referral" data-class="wpcf7cf_group" style="height: auto;" class="wpcf7cf-hidden">
      <p><label>Please share who referred you to us.<br>
          <span class="wpcf7-form-control-wrap" data-name="referral"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text" aria-invalid="false" value="" type="text" name="referral"></span></label>
      </p>
    </div>
    <p><label>Net Investable Assets [exclude your primary residence] (required)<br>
        <span class="wpcf7-form-control-wrap" data-name="investable-assets"></span></label></p>
    <div class="wpcf7-select-parent"><select class="wpcf7-form-control wpcf7-select wpcf7-validates-as-required" aria-required="true" aria-invalid="false" name="investable-assets">
        <option value="">Click to Select</option>
        <option value="$250,000 - $499,999">$250,000 - $499,999</option>
        <option value="$500,000 - $999,999">$500,000 - $999,999</option>
        <option value="$1,000,000+">$1,000,000+</option>
      </select>
      <div class="select-arrow" style="height: 38px; width: 38px; line-height: 38px;"></div>
    </div>
    <p></p>
    <p style="text-align: right;margin: 0px;font-size: 14px;color: #e0c364;"><a style="color: rgb(224, 195, 100); cursor: pointer;" class="nia pum-trigger" href="#"><em><strong style="color:#e0c364;">What are Net Investable Assets?</strong></em></a>
    </p>
  </div>
  <p><input class="wpcf7-form-control wpcf7-submit has-spinner" type="submit" value="REQUEST MY FINANCIAL REVIEW"></p>
  <div class="fusion-slider-loading"></div>
  <p></p>
  <span class="wpcf7-form-control-wrap form" data-name="form"><input type="hidden" name="form" class="wpcf7-form-control wpcf7-hidden wpcf7dtx wpcf7dtx-hidden" aria-invalid="false" value="Financial Review"></span>
  <span class="wpcf7-form-control-wrap form-page" data-name="form-page"><input type="hidden" name="form-page" class="wpcf7-form-control wpcf7-hidden wpcf7dtx wpcf7dtx-hidden" aria-invalid="false" value="Home"></span><input type="hidden"
    class="wpcf7-pum" value="{&quot;closepopup&quot;:false,&quot;closedelay&quot;:0,&quot;openpopup&quot;:false,&quot;openpopup_id&quot;:0}">
  <div class="fusion-alert alert custom alert-custom fusion-alert-center wpcf7-response-output awb-alert-native-link-color alert-dismissable awb-alert-close-boxed"
    style="--awb-border-size:1px;--awb-border-top-left-radius:0px;--awb-border-top-right-radius:0px;--awb-border-bottom-left-radius:0px;--awb-border-bottom-right-radius:0px;" role="alert"></div>
  <div id="altEmail_container" class="altEmail_container"><label for="alt_s">Alternative:</label><input type="text" id="alt_s" name="alt_s"></div><span class="wpa_hidden_field" style="display:none;height:0;width:0;"><label>WPA <input type="text"
        name="nktjiv2993" value="913356"></label></span>
</form>

POST /#wpcf7-f26100-p6-o3

<form action="/#wpcf7-f26100-p6-o3" method="post" class="wpcf7-form init" aria-label="Contact form" novalidate="novalidate" data-status="init">
  <div style="display: none;">
    <input type="hidden" name="_wpcf7" value="26100">
    <input type="hidden" name="_wpcf7_version" value="6.0.1">
    <input type="hidden" name="_wpcf7_locale" value="en_US">
    <input type="hidden" name="_wpcf7_unit_tag" value="wpcf7-f26100-p6-o3">
    <input type="hidden" name="_wpcf7_container_post" value="6">
    <input type="hidden" name="_wpcf7_posted_data_hash" value="">
    <input type="hidden" name="_wpcf7cf_hidden_group_fields" value="[&quot;referral&quot;]">
    <input type="hidden" name="_wpcf7cf_hidden_groups" value="[&quot;referral&quot;]">
    <input type="hidden" name="_wpcf7cf_visible_groups" value="[]">
    <input type="hidden" name="_wpcf7cf_repeaters" value="[]">
    <input type="hidden" name="_wpcf7cf_steps" value="{}">
    <input type="hidden" name="_wpcf7cf_options"
      value="{&quot;form_id&quot;:26100,&quot;conditions&quot;:[{&quot;then_field&quot;:&quot;referral&quot;,&quot;and_rules&quot;:[{&quot;if_field&quot;:&quot;primary-source&quot;,&quot;operator&quot;:&quot;equals&quot;,&quot;if_value&quot;:&quot;Referral from a Friend\/Family Member&quot;}]}],&quot;settings&quot;:{&quot;animation&quot;:&quot;yes&quot;,&quot;animation_intime&quot;:200,&quot;animation_outtime&quot;:200,&quot;conditions_ui&quot;:&quot;normal&quot;,&quot;notice_dismissed&quot;:false}}">
    <input type="hidden" name="_wpcf7dtx_version" value="5.0.2">
  </div>
  <p><label>First Name (required)<br>
      <span class="wpcf7-form-control-wrap" data-name="first-name"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" aria-required="true" aria-invalid="false" value="" type="text"
          name="first-name"></span></label>
  </p>
  <p><label>Last Name (required)<br>
      <span class="wpcf7-form-control-wrap" data-name="last-name"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" aria-required="true" aria-invalid="false" value="" type="text"
          name="last-name"></span></label>
  </p>
  <p><label>Zip Code (required)<br>
      <span class="wpcf7-form-control-wrap" data-name="zip-code"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" aria-required="true" aria-invalid="false" value="" type="text"
          name="zip-code"></span></label>
  </p>
  <p><label>Email (required)<br>
      <span class="wpcf7-form-control-wrap" data-name="primary-email"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-email wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-email" aria-required="true" aria-invalid="false"
          value="" type="email" name="primary-email"></span></label>
  </p>
  <p><label>Telephone (required)<br>
      <span class="wpcf7-form-control-wrap" data-name="primary-phone"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-tel wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-tel" aria-required="true" aria-invalid="false"
          value="" type="tel" name="primary-phone"></span></label>
  </p>
  <p><span class="wpcf7-form-control-wrap" data-name="text"><span class="wpcf7-form-control wpcf7-checkbox"><span class="wpcf7-list-item first last"><label><input type="checkbox" name="text[]"
              value="By clicking this box you agree to receive text messages from Horizon Financial Services, LLC. Message and data rates may apply. Message frequency varies. Reply STOP at any time to unsubscribe from text messages."><span
              class="wpcf7-list-item-label">By clicking this box you agree to receive text messages from Horizon Financial Services, LLC. Message and data rates may apply. Message frequency varies. Reply STOP at any time to unsubscribe from text
              messages.</span></label></span></span></span>
  </p>
  <p><label>What dates/times work for your schedule? (required)<br>
      <span class="wpcf7-form-control-wrap" data-name="dates-times"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" aria-required="true" aria-invalid="false" value="" type="text"
          name="dates-times"></span></label>
  </p>
  <p><label>How would you like to be contacted?<br>
      <span class="wpcf7-form-control-wrap" data-name="primary-contact"></span></label></p>
  <div class="wpcf7-select-parent"><select class="wpcf7-form-control wpcf7-select wpcf7-validates-as-required" aria-required="true" aria-invalid="false" name="primary-contact">
      <option value="">Click to Select</option>
      <option value="Email">Email</option>
      <option value="Phone Call">Phone Call</option>
      <option value="Text">Text</option>
    </select>
    <div class="select-arrow"></div>
  </div>
  <p></p>
  <p><label>Would you like to receive our e-newsletter? (required)<br>
      <span class="wpcf7-form-control-wrap" data-name="primary-newsletter"></span></label></p>
  <div class="wpcf7-select-parent"><select class="wpcf7-form-control wpcf7-select wpcf7-validates-as-required" aria-required="true" aria-invalid="false" name="primary-newsletter">
      <option value="">Click to Select</option>
      <option value="Yes">Yes</option>
      <option value="No">No</option>
      <option value="I'm a Current Subscriber">I'm a Current Subscriber</option>
    </select>
    <div class="select-arrow"></div>
  </div>
  <p></p>
  <p><label>How did you hear about us? (required)<br>
      <span class="wpcf7-form-control-wrap" data-name="primary-source"></span></label></p>
  <div class="wpcf7-select-parent"><select class="wpcf7-form-control wpcf7-select wpcf7-validates-as-required" aria-required="true" aria-invalid="false" name="primary-source">
      <option value="">Click to Select</option>
      <option value="Direct Mail">Direct Mail</option>
      <option value="Email">Email</option>
      <option value="Facebook">Facebook</option>
      <option value="LinkedIn">LinkedIn</option>
      <option value="Online Search (i.e. Google, Yahoo, Bing)">Online Search (i.e. Google, Yahoo, Bing)</option>
      <option value="Digital Listing (i.e. Better Business Bureau, SmartAsset)">Digital Listing (i.e. Better Business Bureau, SmartAsset)</option>
      <option value="Seminar">Seminar</option>
      <option value="Webinar">Webinar</option>
      <option value="Referral from a Friend/Family Member">Referral from a Friend/Family Member</option>
      <option value="I'm a Current Client">I'm a Current Client</option>
      <option value="Other">Other</option>
    </select>
    <div class="select-arrow"></div>
  </div>
  <p></p>
  <div data-id="referral" data-orig_data_id="referral" data-class="wpcf7cf_group" style="height: auto;" class="wpcf7cf-hidden">
    <p><label>Please share who referred you to us.<br>
        <span class="wpcf7-form-control-wrap" data-name="referral"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text" aria-invalid="false" value="" type="text" name="referral"></span></label>
    </p>
  </div>
  <p><label>Net Investable Assets [exclude your primary residence] (required)<br>
      <span class="wpcf7-form-control-wrap" data-name="investable-assets"></span></label></p>
  <div class="wpcf7-select-parent"><select class="wpcf7-form-control wpcf7-select wpcf7-validates-as-required" aria-required="true" aria-invalid="false" name="investable-assets">
      <option value="">Click to Select</option>
      <option value="$250,000 - $499,999">$250,000 - $499,999</option>
      <option value="$500,000 - $999,999">$500,000 - $999,999</option>
      <option value="$1,000,000+">$1,000,000+</option>
    </select>
    <div class="select-arrow"></div>
  </div>
  <p></p>
  <p style="text-align: right;margin: 0px;font-size: 14px;color: #e0c364;"><a style="color: rgb(224, 195, 100); cursor: pointer;" class="nia pum-trigger" href="#"><em><strong style="color:#e0c364;">What are Net Investable Assets?</strong></em></a>
  </p>
  <p><input class="wpcf7-form-control wpcf7-submit has-spinner" type="submit" value="REQUEST MY FINANCIAL REVIEW"></p>
  <div class="fusion-slider-loading"></div>
  <p></p>
  <span class="wpcf7-form-control-wrap form" data-name="form"><input type="hidden" name="form" class="wpcf7-form-control wpcf7-hidden wpcf7dtx wpcf7dtx-hidden" aria-invalid="false" value="Financial Review"></span>
  <span class="wpcf7-form-control-wrap form-page" data-name="form-page"><input type="hidden" name="form-page" class="wpcf7-form-control wpcf7-hidden wpcf7dtx wpcf7dtx-hidden" aria-invalid="false" value="Home"></span><input type="hidden"
    class="wpcf7-pum" value="{&quot;closepopup&quot;:false,&quot;closedelay&quot;:0,&quot;openpopup&quot;:false,&quot;openpopup_id&quot;:0}">
  <div class="fusion-alert alert custom alert-custom fusion-alert-center wpcf7-response-output awb-alert-native-link-color alert-dismissable awb-alert-close-boxed"
    style="--awb-border-size:1px;--awb-border-top-left-radius:0px;--awb-border-top-right-radius:0px;--awb-border-bottom-left-radius:0px;--awb-border-bottom-right-radius:0px;" role="alert"></div>
  <div id="altEmail_container" class="altEmail_container"><label for="alt_s">Alternative:</label><input type="text" id="alt_s" name="alt_s"></div><span class="wpa_hidden_field" style="display:none;height:0;width:0;"><label>WPA <input type="text"
        name="nktjiv2993" value="913356"></label></span>
</form>

POST /#wpcf7-f1288-p6-o1

<form action="/#wpcf7-f1288-p6-o1" method="post" class="wpcf7-form init" aria-label="Contact form" novalidate="novalidate" data-status="init">
  <div style="display: none;">
    <input type="hidden" name="_wpcf7" value="1288">
    <input type="hidden" name="_wpcf7_version" value="6.0.1">
    <input type="hidden" name="_wpcf7_locale" value="en_US">
    <input type="hidden" name="_wpcf7_unit_tag" value="wpcf7-f1288-p6-o1">
    <input type="hidden" name="_wpcf7_container_post" value="6">
    <input type="hidden" name="_wpcf7_posted_data_hash" value="">
    <input type="hidden" name="_wpcf7cf_hidden_group_fields" value="[&quot;referral&quot;]">
    <input type="hidden" name="_wpcf7cf_hidden_groups" value="[&quot;referral&quot;]">
    <input type="hidden" name="_wpcf7cf_visible_groups" value="[]">
    <input type="hidden" name="_wpcf7cf_repeaters" value="[]">
    <input type="hidden" name="_wpcf7cf_steps" value="{}">
    <input type="hidden" name="_wpcf7cf_options"
      value="{&quot;form_id&quot;:1288,&quot;conditions&quot;:[{&quot;then_field&quot;:&quot;referral&quot;,&quot;and_rules&quot;:[{&quot;if_field&quot;:&quot;primary-source&quot;,&quot;operator&quot;:&quot;equals&quot;,&quot;if_value&quot;:&quot;Referral from a Friend\/Family Member&quot;}]}],&quot;settings&quot;:{&quot;animation&quot;:&quot;yes&quot;,&quot;animation_intime&quot;:200,&quot;animation_outtime&quot;:200,&quot;conditions_ui&quot;:&quot;normal&quot;,&quot;notice_dismissed&quot;:false}}">
    <input type="hidden" name="_wpcf7dtx_version" value="5.0.2">
  </div>
  <div class="formf">
    <p><label>First Name (required)<br>
        <span class="wpcf7-form-control-wrap" data-name="first-name"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" aria-required="true" aria-invalid="false" value="" type="text"
            name="first-name"></span></label>
    </p>
    <p><label>Last Name (required)<br>
        <span class="wpcf7-form-control-wrap" data-name="last-name"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-text wpcf7-validates-as-required" aria-required="true" aria-invalid="false" value="" type="text"
            name="last-name"></span></label>
    </p>
    <p><label>Zip Code (required)<br>
        <span class="wpcf7-form-control-wrap" data-name="zip-code"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-tel wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-tel" aria-required="true" aria-invalid="false" value=""
            type="tel" name="zip-code"></span></label>
    </p>
    <p><label>Email (required)<br>
        <span class="wpcf7-form-control-wrap" data-name="primary-email"><input size="40" maxlength="400" class="wpcf7-form-control wpcf7-email wpcf7-validates-as-required wpcf7-text wpcf7-validates-as-email" aria-required="true" aria-invalid="false"
            value="" type="email" name="primary-email"></span></label>
    </p>
    <p><label>Telephone (required)<br>
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HOMEJulie Sayers2024-11-15T10:37:35-05:00


ENJOY THE LIFE YOU’VE BEEN SAVING FOR

There’s more to retirement than numbers.



Click to start your journey


WEALTH MANAGEMENT




RETIREMENT & INCOME PLANNING




TAX MINIMIZATION STRATEGIES




LEGACY BUILDING




WEALTH MANAGEMENT
CLICK TO LEARN MORE >


RETIREMENT AND INCOME PLANNING
CLICK TO LEARN MORE >


TAX MINIMIZATION STRATEGIES
CLICK TO LEARN MORE >


LEGACY BUILDING
CLICK TO LEARN MORE >



WELCOME TO HORIZON FINANCIAL

Are you planning to retire in the next five years? Have you reached retirement
and find yourself asking, “now what?” Do you feel overwhelmed with managing your
retirement savings? You worked hard to build your wealth, now let us help you
protect, grow and manage what you’ve saved. We believe no size fits all so our
approach to financial planning takes into consideration your level of risk, tax
strategies that can benefit your unique situation, and your desires for building
a legacy.

As an independent fiduciary advisory firm, we are focused on transparency and
putting your best interests first while providing you with in-depth and
comprehensive financial planning guidance. To learn more about fiduciary
advisors, take a moment to read How a Fiduciary Advisor Earns Their Fee, an
article written by Joshua M. Brown at The Reformed Broker.

Retirement should be a time to exhale and enjoy life on your terms. We can help
you achieve your retirement goals and start living the life you’ve been saving
for by allocating your investments based on your individual needs and providing
you with ongoing financial planning services including wealth management,
retirement and income planning, tax minimization strategies, and legacy
building.

Horizon Financial’s founder, John Brais, and our seasoned team of advisors and
staff share a passion for helping people within our community live life on their
terms…for themselves and their families.

No one knows what’s beyond the horizon, that’s why we help you prepare for
whatever life brings you.


AS FEATURED IN:


HORIZON FINANCIAL’S CONCIERGE SERVICES



Managing the details of your finances and coordinating services from different
professionals can be a confusing, often burdensome task. Our Concierge Services
take care of the work for you. We can assist you with many tasks associated with
your investments and comprehensive planning, leaving you with more time to enjoy
retirement.



PROFESSIONAL NETWORK
We will collaborate with your CPA, accountant, attorney and other chosen
professionals to help ensure a cohesive financial plan.

STAY INFORMED
We will communicate with you regularly to help ensure your financial plan is
fully implemented and complete.

PEACE OF MIND
We maintain copies of your important documents with a high level of security.

ONLINE TOOLS
Our secure, online wealth management tools help you keep tabs on your
investments and show your complete financial snapshot.

HELPING YOU REACH YOUR RETIREMENT GOALS.

GET STARTED!



HORIZON FINANCIAL’S RESOURCE CENTER



Horizon Financial’s Resource Center is your central location to find the
information you want. You’re one click away from starting your journey.





USEFUL GUIDES

Learn more about our retirement planning strategies.


BLOGS

Stay informed by reading our latest blogs.



READY TO TAKE IT A STEP FURTHER WITH A COMPLIMENTARY REVIEW OF YOUR CURRENT
INVESTMENTS? SIMPLY COMPLETE THE FORM BELOW OR CALL US. WE’RE READY TO HELP YOU
CREATE A HOLISTIC FINANCIAL PLAN.



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READY TO TAKE IT A STEP FURTHER WITH A COMPLIMENTARY REVIEW OF YOUR CURRENT
INVESTMENTS? SIMPLY COMPLETE THE FORM BELOW OR CALL US. WE’RE READY TO HELP YOU
CREATE A HOLISTIC FINANCIAL PLAN.



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What are Net Investable Assets?








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Disclosure: Advisory services are offered through Horizon Financial Services,
LLC, an SEC Registered Investment Advisor. Insurance products and services are
offered through New Horizon Financial Services Inc., an affiliated company.
Horizon Financial Services, LLC and New Horizon Financial Services Inc. are not
affiliated with or endorsed by the Social Security Administration or any
government agency.

Horizon Financial Services, LLC, and New Horizon Financial Services Inc. do not
provide tax and/or legal advice.
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You are now leaving the Horizon Financial Services, LLC (“Horizon Financial”)
Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

Schwab is a registered broker-dealer, and is not affiliated with Horizon
Financial or any advisor(s) whose name(s) appears on this Website. Horizon
Financial is independently owned and operated. Schwab neither endorses nor
recommends Horizon Financial, unless you have been referred to us through the
Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab
does not endorse or recommend the investment strategy of any advisor. Schwab has
agreements with Horizon Financial under which Schwab provides Horizon Financial
with services related to your account. Schwab does not review the Horizon
Financial Website, and makes no representation regarding the content of the
Website. The information contained in the Horizon Financial Website should not
be considered to be either a recommendation by Schwab or a solicitation of any
offer to purchase or sell any securities.


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Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

Schwab is a registered broker-dealer, and is not affiliated with Horizon
Financial or any advisor(s) whose name(s) appears on this Website. Horizon
Financial is independently owned and operated. Schwab neither endorses nor
recommends Horizon Financial, unless you have been referred to us through the
Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab
does not endorse or recommend the investment strategy of any advisor. Schwab has
agreements with Horizon Financial under which Schwab provides Horizon Financial
with services related to your account. Schwab does not review the Horizon
Financial Website, and makes no representation regarding the content of the
Website. The information contained in the Horizon Financial Website should not
be considered to be either a recommendation by Schwab or a solicitation of any
offer to purchase or sell any securities.


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Schwab is a registered broker-dealer, and is not affiliated with Horizon
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Financial is independently owned and operated. Schwab neither endorses nor
recommends Horizon Financial, unless you have been referred to us through the
Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab
does not endorse or recommend the investment strategy of any advisor. Schwab has
agreements with Horizon Financial under which Schwab provides Horizon Financial
with services related to your account. Schwab does not review the Horizon
Financial Website, and makes no representation regarding the content of the
Website. The information contained in the Horizon Financial Website should not
be considered to be either a recommendation by Schwab or a solicitation of any
offer to purchase or sell any securities.


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IMPORTANT NOTICE (Required Click-Through Disclosure)

You are now leaving the Horizon Financial Services, LLC (“Horizon Financial”)
Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

Schwab is a registered broker-dealer, and is not affiliated with Horizon
Financial or any advisor(s) whose name(s) appears on this Website. Horizon
Financial is independently owned and operated. Schwab neither endorses nor
recommends Horizon Financial, unless you have been referred to us through the
Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab
does not endorse or recommend the investment strategy of any advisor. Schwab has
agreements with Horizon Financial under which Schwab provides Horizon Financial
with services related to your account. Schwab does not review the Horizon
Financial Website, and makes no representation regarding the content of the
Website. The information contained in the Horizon Financial Website should not
be considered to be either a recommendation by Schwab or a solicitation of any
offer to purchase or sell any securities.


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What are Net Investable Assets?

Net investable assets (NIA) include all of your savings and investments less
consumer debt, which includes your credit card debt and outstanding loans other
than the mortgage on your home. By using NIAs to calculate your wealth, you see
a more accurate picture of your financial independence – you know how much money
you have without selling your home and car. To determine your wealth based on
NIAs, add up the following:

 * Funds in bank accounts
 * Retirement account balances
 * Mutual funds
 * Stocks
 * Bonds
 * Certificates of Deposit
 * Cash value of insurance contracts
 * Value of any properties owned other than your primary residence

After calculating your total in assets, subtract any debt you have including
credit card debt and loans, other than the mortgage on your primary residence.
The remaining balance represents your net investable assets.

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