“We’re having a child, how can we make sure to set them up for success without sacrificing our lifestyle or retirement?”
“We probably need to pay more attention to our investments, and make sure we take advantage of any tax savings opportunities.”
“I get RSUs, and ISOs. How do I make the most of this without setting off a big tax bill? What do I need to pay attention to?”
“As a solopreneur, I work hard, how do I retire before I’m too old to enjoy it? What unique savings plans are open to me?”
“How do I replace my corporate benefits?”
Financial planning doesn’t have to be complicated. Schedule a meeting today to see how Horizon Financial Planning can deliver you a comprehensive financial plan tailored to you. Life happens, always be prepared for what’s next on the horizon.
