Do you want to make work optional and plan for retirement?
You’re in the right place.
Which one of these sounds like you?
Being “retirement ready” and being “work optional” is the same thing. The only difference is the age at which you achieve it.
We’ve helped people who work at these places (and more) get closer to achieving their dreams.
West Jefferson Medical Center
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LCMC Health
Microsoft
Ochsner Health
Procore
Tulane University
Our Services
Debt & Line of Credit Analysis and Recommendations
Charitable Giving
Legacy Planning
Insurance Review & Recommendations
Equity Compensation: ISOs. RSUs, ESPPs.
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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.