Our Services
Service is at the heart of what we do. Whether you need help planning for retirement, managing you investments or just have some basic financial questions, we're here to help you solve whatever problem you and your family are facing, big or small.
Financial Planning
From budgeting, tackling debt, or looking to build a comprehensive financial plan, Horton Financial Planning can help. We take the time to create, build, and monitor your plan long termto ensure your long-term financial success.
Investment Planning
Building an investment plan and portfolio that aligns with your goals and risk tolerance is one of the most important aspects in meeting your financial dreams. The goal of Horton Financial Planning is to create high quality, low cost portfolios tailored to your specific needs.
Wealth Management
Picking your investments is only the start. Building wealth is an ongoing battle of comparing performances, rebalancing, reviewing new funds, and implementing new strategies. As great as "set it and forget it" sounds, there's value to be found in enlisting the help of a professional manager.
Pricing
$1-500k
1% is just your starting point. As your portfolio continues to grow, we're able to reduce our fee little by little.
1%
>1M
Once you hit the 1M mark, your fee drops down to 0.75%. As your investments continue to grow, there are additional opportunities to reduce our fees to as low as 0.4%
0.75 - 0.40%
501k-1M
We're thrilled to be able to reduce fees starting with as little as 500k in assets.
0.85%
Clients often ask how we get paid. It's simple. Our compensation comes directly from the client and shows on every statement. As a business of one, I'm able to save a significant amount on overhead and those savings are passed on to you as the client. In addition to that, I often use very low cost products to insure that you're not paying any unnecessary expenses.
Because of the way our services & portfolios are structured, it is not uncommon for someone to save 50% on their total investment expenses compared to some of the other guys.
Other advisors tell their clients when they’re going to meet, but I ask when and how you want to hear from me. I let you control the relationship; I work for you.
Check the background of your financial professional on FINRA’s BrokerCheck.
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.
This communication is strictly intended for individuals residing in the state of Florida. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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