Financial Consulting & Planning
- 2551 San Ramon Valley Blvd., Suite 238 San Ramon CA 94583
- (925) 309-4284
- Send Email
Mon - Fri, 9A - 5:30 P, evenings by appointment
Financial Planning creates a ''roadmap'' that coordinates key areas of your financial life: taxes, investments, retirement plans, current and future spending and income needs, long-term care strategies, giving, estate-planning wishes, business succession, asset protection, and more. We work with you and your other advisors to help you to see the ''big'' picture, as we create a personalized plan for your unique situation.
Most people without a financial plan tell us they feel “scattered” and “uneasy.” We help you pull everything together into one place and understanding how each piece affects the other. The approach is holistic: you will be educated about all of your options so that you can make well-informed financial decisions, to stay on track to meet your goals, especially in times of economic, market, or personal fluctuations.
Whether your concerns are as simple as basic budgeting, or as complex as creating business exit strategies and legacy plans, Horizon Wealth Solutions can help. Our goal is to help you prosper by building and preserving your wealth, even during unpredictable economic or personal ''seasons.''
- Chart a clear financial course
- Prosper by building and preserving wealth
- Investment and Risk Management
- Hourly consulting or comprehensive planning
- Tax and Legacy planning