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Asset Management

Asset allocation means deciding how much money to place in different types of investments, referred to as “asset classes,” at any given time.

College Planning

A college education offers a lifetime of expanded knowledge, friendships, interests – and can help make dreams become a reality.

Tax Sheltered Annuities 403(b)

As an employee of a school, religious organization, hospital or Section 501(c)(3) nonprofit organization, you have a unique opportunity to regularly set aside money for your retirement by funding a tax-sheltered investment.

Welcome to Horizon Financial Group, Inc.

The advisors at Horizon Financial Group, Inc. have been providing services to individuals and businesses for almost 40 years. We specialize in marketing financial service products to employees of schools and non-profit organizations as well as individuals concerned with accumulating wealth. As an independent firm, we represent a number of quality investment companies. We review your investment goals and match risk tolerance with various financial instruments.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Estimate the future value of your current savings.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

This calculator is designed to help you attach a dollar figure to your life’s work.

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