Daily demand for your hard-earned financial resources can often create a great deal of stress and anxiety. Unfortunately, many of us lose opportunities to build wealth by not applying readily available financial strategies. Creating a framework from which to build wealth requires careful planning and execution. You need the right tools—and the knowledge to use them. Horizon Financial provides you with these tools using a powerful economic model we call Personal Financial Engineering. Through this macroeconomic process, we first analyze and then engineer the use and flow of your money to maximize its performance and earning power. With our proven, time-tested strategies, you will discover effective solutions for generating wealth.

PRODUCTS
Horizon Financial has managed successful individual, family, and business financial planning strategies for over 20 years. With all of the products available for financial planning, you can take confidence in our expertise to manage all of your assets. Our relationships with carefully selected experts ensure that you’re receiving the products best suited to your financial plan, including, IRA’s, Roth IRA’s, 401K's, SEP's, annuities, mutual funds, stocks, bonds, and other investment choices. We look to your protection through life insurance, disability insurance, health insurance, children's insurance trusts, buy/sell insurance, key person insurance, and other insurance products as needed. We also provide planning for estates, deferred compensation, wills, tax savings, risk management, and business continuation plans. Ultimately, Horizon Financial provides successful, effective management and control of your money.

SERVICES
There is an old truism often credited to Benjamin Franklin, "A penny saved is a penny earned." Benjamin Franklin may or may not have said this, but one thing is certain, today’s inflation, income tax, and rapid technological advances have changed the playing field. These and other factors make it difficult to keep your "pennies" (or dollars) and save for the future. Our responsibility at Horizon Financial is to help you not only keep, but maximize your hard earned money. Using our Personal Financial Engineering program, we can help you:

  1. RECOGNIZE your wealth-building potential.

  2. REVIEW your current financial products and future plans and desires.

  3. SORT through misinformation that can put your financial planning on the wrong track.

  4. SET goals and objectives and CHART a course of action to reach them.

  5. ENSURE that your family and/or business is fully protected from death, disability, or illness as your financial plans accelerate.

Our overriding objective is to help you reach your full FINANCIAL POTENTIAL and ensure the PROTECTION of your family and/or business.

Make a “brand new ending” for you and your family today by calling 888.434.8824

Security products are offered through registered representatives of Carillon Investments, Inc., P.O. Box 40409, Cincinnati, Ohio 45240-0409. (800) 999-1840. Not affiliated with Horizon Financial & Insurance Agency Group Inc. Licensed for securities sales in Utah. Licensed for Insurance sales in Utah. This is not intended as an offer of services or a solicitation of sales in any jurisdiction where Horizon Financial and Insurance Agency is not licensed or where the products described are not available.