Horizon Wealth Planning - Raymond James

Horizon Wealth Planning - Raymond James Our principal belief is that everything begins with a well-designed financial plan.

We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and addressing any gaps that may have previously been overlooked

By taking the time to listen to our client’s experiences, aspirations and how they have arrived to where they are today, We can help craft highly personalized and effective strategi

es to help pursue client’s unique financial objectives. This personal connection is the cornerstone of our approach, allowing us to not only identify your financial goals, but also to optimize the management of your assets.

07/16/2024

Join us for an engaging workshop to craft your legacy letter and plan your family's future. Create a lasting impact for generations!

07/16/2024

Unlock your full retirement income: Learn about RMD taxes, saving on Medicare tax, and asset location strategies.

07/16/2024

Join us to learn strategies to safeguard your cherished assets. Get practical insights and steps to protect your assets in retirement.

07/15/2024

Join us for a fun and informative lunch session at Lake Ashton to learn how to secure your family's wealth and legacy for the future!

The market's been busy but so have we! For the most up-to-date information, join our update via webinar Tonight @ 5pm. C...
01/31/2022

The market's been busy but so have we! For the most up-to-date information, join our update via webinar Tonight @ 5pm. Call or message us for Zoom Login Details

Estate planning is for anyone — it’s about the legacy you want to leave behind for your loved ones. Your investments and...
10/21/2021

Estate planning is for anyone — it’s about the legacy you want to leave behind for your loved ones. Your investments and financial strategy are a part of that. Here are some common questions about estate planning.

Find answers on a range of topics – from probate and types of trusts to how to select a trustee.

It’s National Estate Planning Awareness Week.This is a good time to check in on your estate plans, or get started on the...
10/18/2021

It’s National Estate Planning Awareness Week.

This is a good time to check in on your estate plans, or get started on them if you haven’t already. How can I help?

When thinking about the legacy you leave behind, establishing an estate plan can help make the transition easier — and d...
09/16/2021

When thinking about the legacy you leave behind, establishing an estate plan can help make the transition easier — and depending on the type of planning, it can help you avoid probate. What is probate? Here’s an overview of what it could mean for your legacy.

Here’s how

09/01/2021

Address

1950 Cypress Gardens Boulevard Suite C
Winter Haven, FL
33884

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18633406225

Website

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