Financial Planning

Personal financial services can come in different forms. In many ways individuals have more to consider with regard to their finances than most businesses. The list of topics can be quite long.

  • Personal spending
  • Debt management
  • College planning
  • Retirement funding
  • Social Security planning
  • Estate planning
  • Tax planning

No matter what financial issues you and your family are facing, through our relationship with Horizon Financial Services, LLC, we can help you develop and monitor a personalized plan designed to offer guidance.

Who is Horizon Financial?

Horizon Financial Services, LLC, established in 2011, is an independent financial planning firm with a team of experienced financial planners and family wealth counselors. Furthermore, we are fiduciaries. What this means to you is that we are obligated to act in your best interest. However, we take it a step further and not only do so because of our obligation but because it is the right thing to do.

For many years, we have helped hundreds of individuals manage their wealth and plan for retirement. We use a comprehensive approach to financial planning with an in-depth understanding of tax implications associated with investment choices, and estate planning.

Learn more about Horizon Financial.

Jared G. Johnson, CPA is able to provide financial services to his clients as a Financial Planner and Family Wealth Counselor with Horizon Financial.