Horizon Lake
 

Financial Services

  • Financial Independence & Retirement Analysis​

  • Income Tax Reviews, Projections & Strategy​

  • Customized Investment Management​

  • Insurance Reviews & Needs Analysis​

  • Strategic Cash Flow Savings​

  • Estate & Legacy Planning​

 
 

Who We Serve

 
young business man on the phone working on a computer while smiling
young black business owner working on a computer in a brick walled office

Business Owners

You had the vision to build a business. The challenges sometimes overwhelmed the opportunities, yet you persevered. 

Entrepreneurs

You've faced challenges from ideation to scaling up. It's an exciting journey that often takes your attention, leaving no time for personal planning.

 
professional tightening the tie of his suit with his leather watch exposed
older gentleman sitting on his phone in a park with a fountain

Professionals

You have an excellent salary and enjoy the financial rewards of working for a large company. Maybe it’s where you want to be forever, or perhaps you have second thoughts about whether it’s the right place.

Retirees

You’ve diligently contributed to your 401k, and your work was rewarding. While you look forward to enjoying the rewards, you’d like to skip the challenges.