Horizon Planning Group

Today, advice around your financial future is everywhere. A simple search can lead you to thousands of opinions and articles on where and how to save, eliminating debt, and how to build & protect your wealth. While access to all this information is, on the surface, positive, its effect can create confusion and disorganization inside of people’s - and their business’s - financial world. At Horizon Planning Group, we have found that what is lacking today is not advice. What’s missing is a simple and effective way to test and compare this advice to find the best and most powerful solution. Our uncommon process helps provide the opportunity for our clients, businesses and individuals alike, to focus not on product, but on Financial Balance. The result is a holistic financial strategy that enables them to achieve happy and successful financial lives. Our Approach You never have to go it alone. We approach every client with a blank slate. No preconceived notions of what you need because of what you look like or how much money you have. We understand that everyone is different — and will need a different set of strategies for reaching their financial goals with confidence. How we approach insurance. Let’s be honest. There are lots of insurance products out there. But, chances are, most of them aren’t right for you. When you sit down with us, we’ll make sure you understand how different types of insurance policies work, how much they cost and why (or why not) they may fit your needs. With no hard sells or complicated jargon. We promise. How we approach investing. If investing were easy, anyone would be able to make a killing on the stock market. But it’s not. Doing it right takes plenty of hard work and discipline. Not to mention a thorough understanding of investing principles and financial markets. Which is precisely what we bring to bear when we help you come up with an sound investment strategy. How we approach retirement. Only 18% of workers say they’re very confident about saving enough for a comfortable retirement.* Our job is to make sure you’re one of them. We’ll help you understand how much you should be saving, how you should be investing and what you might expect to have when you’re ready to stop working. Because the best way to find your way to a successful retirement, is to make sure your eyes are wide open.

Address: 9000 Keystone Crossing Suite 300 Indianapolis, IN 46240 USA

Phone: +1 317 571 2365
FAX: +1 317 571 2372