Welcome to The Horizon Group

As professionals skilled in retirement planning, 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 and we honor the individual circumstances facing each client.

When faced with providing income and security for a lifetime, retirees are comforted by our "Bucket Approach" and nearly a century of combined experience. 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 of you may know us from the eleven years we spent on WHAM 1180 with our Sunday morning call-in radio show.

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 Cadaret, Grant & Co., Inc. as they would be at a large brokerage firm.

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 itís about the quality of your life, not just your portfolio.