3540 Clemmons Road
Horizon Financial Services, LLC, was established in 2011. We are an independent fiduciary planning firm with a team of experienced financial planners. Our affiliated company, New Horizon Financial Services, Inc., was formed in 2004 to provide annuities and other insurance products to our clients. Learn more about New Horizon Financial.
Over the 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. By establishing collaborative relationships with tax professionals and attorneys, we are able to streamline the financial planning process, simplifying our clients’ lives.
As a client of Horizon Financial, you can expect our key focus to be on you and your priorities.
After gaining an understanding of your life goals and analyzing your current portfolio, we will work with you to design a comprehensive financial plan. At all times, we will offer recommendations that consider your needs and requirements today as well as in the future. Helping you achieve your personal and financial goals is our top priority.
As an independent fiduciary planning firm, we are committed to your holistic financial health. We will: