Horizon Financial Services Inc.

Welcome to our website.  At Horizon Financial Services, Inc. our mission is to help clients achieve financial confidence, by providing them with outstanding service, and these three key tools:

 

A clear understanding of their financial goals

A well-defined roadmap for pursuing those goals

Ongoing advice to help adjust their roadmap when their needs change

 

Our services cover all areas of wealth management, from investment, tax and retirement income planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.

 

If you have any questions or want to schedule a complimentary initial meeting to discuss your specific situation, please e-mail me at rickg@cfnmail.com, or call 781-792-1900

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

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