Horizon Financial Solutions

05/04/2022

Great advice and wonderful advisor! Cares so much and explains things in a way I can understand! ❤️❤️❤️

04/23/2022

Regardless of which stage of life you are currently living, everybody has a need for asset protection. As you move from one stage to another, your needs will change as well. You may actually need less asset protection, not more. Who is going to have your best interests at heart besides you in such a conversation? My clients have come to realize that I am one of those who will always have your interests first, not mine. Call me and we can have real conversations about what you need versus what I need.

02/10/2022

I love numbers, I love educating people, and explaining financial terms and situations that make sense to people like me. I lost my wife suddenly and she was only 51. I have been through financial insecurity and understand it. It's my passion, it's what I do and I want to help, so I really like using examples too, because I want to make sure that I'm able to explain it in terms that are like how I enjoy receiving information. Check out my latest blog and get started today taking baby steps toward financial freedom!

I love numbers, I love educating people, and explaining financial terms and situations that make other people's skin crawl. It's my passion, it's what I do and I want to help, so I really like using examples too, because...

12/01/2021

We are always here to help sort through information that affects your finances. I simple reach out could provide a different perspective, strategy, or even a new connection that may help solve the issue. Allow me to expand your possibilities.

11/29/2021

Have you been thinking about the best ways to buy, sell, or replace your life insurance policy? Let's talk! You probably have a lot of questions that I can answer. Questions like "Why Have It?" and other questions. I've created FREE downloadable booklets that help you to start thinking about Life Insurance. Contact me to answer your questions! [email protected] and be sure to grab this QR code... for a speedy download and great info!

11/22/2021

Getting close to retiring? Congratulations!! We've got a free download just for you and super helpful information on the six strategies to help retirees reduce their taxes and preserve their assets! Just scan the QR code to access our resources page and download! Have questions? Contact us! https://horizonfinancialsolutions-ri.com/

11/16/2021

Long-term care is a touchy subject because you might not quite understand the impact that a plan to address potential healthcare pitfalls can affect you until it’s too late to implement a plan effectively. Quick Fact: 70 % of people retiring today at age 65 will need some form of extended-care during retirement, yet a lot of people disregard this as something important to plan for during their retirement planning sessions. To break down the importance of this, learning what long-term care is and what it helps with, is a great place for us to start the discussion.

November is considered Long Term Care awareness month in the financial advising industry.

10/26/2021

If you're 65 or older, I've gathered the financial considerations you should be making at this time. It's important to realize once you are no longer working full-time, and you're enjoying retirement, that there are certain things you should really be thinking about for your and your family's financial future. Drop a comment and let me know if you are working towards these financial goals.
https://horizonfinancialsolutions-ri.com/resources

Insurance

10/15/2021

We continue our series on what you should be prioritizing when planning for your financial future. Are you between the age of 50 and 65? Then you'll want to pay particular attention to this article. We've made it easy for you to download from our website and are here for you if you have any questions. It's never too early or too late to plan for your financial future. If you're between 50-65 you may be retired, have an empty nest, and are hopeful you have enough money to live your life comfortably. Comment below and share how you're planning for your financial future, and as always, reach out if you have questions! https://horizonfinancialsolutions-ri.com/resources

Insurance

09/29/2021

ARE YOU IN YOUR 30's - 50's? You've finally figured out who you want to spend the rest of your life with. You both have become dependent on each other for support and are ready to put down roots together. House, mortgage, 2 kids, daycare, sports, college…….. OMG, start the popsicle headache. "How are we going to pay for all of this?"

Remember those saving habits that were going to pay off later? It was easy to save $25 a paycheck when the bills were low. Well, hopefully, your income has grown as well as the amount you are now saving over the years.
Read the next installment of our financial age preparedness series.

Educated. Informative. Unbiased.

09/16/2021

It's never too early to be considering your financial future! Are you in your 20's or 30's? Here are tips for you to be considering at this point in your life including life insurance policies, what to look out for when considering employer matching financial plans, and overall good credit habits! https://horizonfinancialsolutions-ri.com/resources

Educated. Informative. Unbiased.

08/26/2021

Did you know that there are actually 6 easy strategies to plan for retirement to reduce taxes and to preserve your assets? Download your FREE copy of these strategies right here on my website: https://horizonfinancialsolutions-ri.com/resources
Then let's have a conversation about how I can help you plan for retirement. I love helping people that may not know or have access to this information and I am happy to discuss it with you so that you'll understand your options and feel EMPOWERED! -ri

Educated. Informative. Unbiased.