Committed to Helping You Achieve Financial Independence and Financial Security
Welcome and thank you for visiting our website. We help our clients maximize the value of their business enterprises and minimize income tax exposure to achieve the best quality of living for them and their families.
Trusted advisor/Wealth manager who provides holistic financial planning to provide clients with financial independence and financial security by helping clients identify and acheive goals and objectives and realization of their dreams while keeping their promises to their families and friends.
(Provided by our affiliate Horizon Financial Advisors, LLC- www.horizonfinancialadvisorsllc.com)
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Securities offered through Avantax Investment Services Member FINRA , SIPC
Investment advisory services offered through Horizon Financial Advisors, LLC. Horizon Financial Advisors, LLC, a registered investment adviser, is not affilated with Avantax Investment Services. We currently have individuals licensed to offer securities in the states of AZ, CT, FL, MD, MA, NY, OH & TX. This is not an offer to sell securities in any other state or jurisdiction.
CPA/Tax Document Portal( Used only for Accounting/Tax documents)