Taxes

• Tax Planning
• Charitable Giving
• Tax Services
• Income Tax

Investment

• Investment Management
• Mutual Funds
  Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
• Bonds
• Wealth Management
  As a client of Horizon Financial Services, LLC, you have access to these valuable, online wealth management tools. They can provide you with secure, easy access to your account information and offer other important benefits. Take a moment to read about each of these tools and the resources they provide.

Accounting

• Accounting Services

Planning

• Financial Planning
  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.
• Retirement Planning
  These helpful guides share some of our top financial insights with you. They can help you assess your current situation and consider different retirement strategies. Ready to take it a step further with a complimentary review of your current investments? Simply complete the form below or call us.  We’re ready to help you create a holistic financial plan.
• Annuities
  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.
• Long Term Care
  New Horizon Financial Services, Inc. was established in 2004, specializing in a broad range of insurance-based investment options including fixed indexed annuities and life insurance as well as Medicare supplements and long-term care plans. We continue to offer our clients a wide array of insurance options through New Horizon Financial to complement the comprehensive financial planning strategies offered through Horizon Financial Services, LLC, or as stand-alone solutions. We believe insurance can play an important role in your well-rounded financial plan and by working closely with you, we will help you prepare for your needs now and in the future.
• College Funding