As skilled retirement planning professionals, the partners of The Horizon Group have helped thousands of people in the Rochester area since our founding in 1993. We specialize in helping clients invest and protect their retirement assets with a straightforward and down-to-earth approach through open and honest communication.
We are proud of being able to guide clients making the difficult decisions necessary for a successful retirement. We are dedicated to the highest level of professionalism and ethical standards in our practice. With nearly a century of combined experience, we have a wealth of knowledge to help each client with their individual concerns and issues.
When faced with providing income and security for a lifetime, retirees are comforted by our "Bucket Approach." Our formalized review process and frequent communication through newsletters, emails, and seminars provide our clients with peace of mind and keeps them focused on what is truly important. Many people in the area feel they know us from the eleven years we spent on WHAM 1180 with our Sunday morning call-in radio show “Money and More.”
Working with The Horizon Group affords our clients a level of service and unbiased advice that can only be delivered by a small, independent practice. At the same time, our client accounts are offered the same SIPC protections through our broker-dealer, Securities Service Network, LLC., as they would be at a large brokerage firm. Our formalized investment process manages your investments with the same fiduciary standard required of major pension plans.
We take the time to understand all the questions and concerns our clients have about the future. Helping them deal with these concerns often means going above and beyond the duties of the average financial planner; we serve as an experienced advisor when clients face life events such as helping a child, buying a second home, or making difficult long term care decisions. At The Horizon Group we believe it’s not only the quality of your portfolio that matters, it’s also about using your money to improve the quality of your life.