WE EXIST TO BE A PARTNER, TO WALK ALONGSIDE YOU THROUGH ANY FINANCIAL JOURNEY
Our Services
At Horton Financial Planing, we provide personalized financial planning services to help you build wealth, manage investments, and secure your future. Whether you need retirement planning, tax strategies, or expert guidance on budgeting and estate planning, we create tailored solutions that align with your goals.
A PARTNER WITH THE VALUES YOU EXPECT
Reliability
We do what we say we're going to do, the first time. So much could be solved if people did what they said they were going to do. That's why reliability is at the forefront of what you can expect.
The Heart of a Teacher
This is at the core of everything we do. Our primary job is to teach you and help you easily understand complex ideas. No one teaches you this stuff in your day to day life.
That's where we come in.
A Partner, Not a Boss
Too often investment advisors "tell" their clients what to do. Not here. We walk alongside you, educate you, and propose ideas for what you want to do with YOUR hard earned money.
What is our Process?
Our first step is always getting to know you and your needs. Every situation is a little different. Someone may be looking for someone to manage their investments, while someone may be looking for someone to help organize their investment accounts. One person may be more concerned about how they can travel to their bucket list destinations, while someone is wondering how they can leave as much to their grandkids as possible. There are no wrong answers! Our first meeting is fully focused on getting to know about you, and what's most important to you.
Once we've established what matters to you, then we can do some prep work. This may look like creating a custom investment portfolio for your specific needs, or it could look like creating a game plan to get you from where you are, to where you want to go.
Once we've sat and gone over our game plan, the third stage is implementation. Except on rare and specific occasion, you won't pay us a dime until we get to the implementation stage.
Getting to Retirement is Only Half the Battle
Managing your investments on the way to retirement is incredibly important, but what about after that? Distribution strategies, qualified charitable distributions, required minimum distributions, and so much more are integral to keeping as much of your hard earned money as possible. That's why we put a strong focus on not just helping you get to retirement, but through it also.
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA / SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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