Broker Check

It May Be Time for a Financial Checkup Perception vs. Reality

At Horizon Investment Management Group, we're "With You All the Way"

No Big, Fancy terms designed to intimidate you.

No Big, Fancy terms designed to intimidate you.

  • Our Clients tend to be more "Conservative", meaning they are often more interested in generating returns with less risk.
  • Our Clients believe life is more than just money. They spend time with family, help their community, and live life to the fullest.

If this sounds like you, contact us for an initial interview.

This won't be a high pressure sales call. It's just an opportunity to see if we'd be a good fit.

Horizon Investment Management Group

Horizon Investment Management Group is a full-service, independent firm with a difference. We were founded on a philosophy of unequaled customer service. While we help organize your assets to match your financial goals, we realize that our number one asset is our clients. From your first contact with us our goal is to prove it to you.

While we all have dreams, each of us faces life changing events from time to time. Hopefully, these changes don't keep us from our goals. We will work with you to search for the alternatives to help make this happen.

Let us adjust the sails; you keep your eyes on the Horizon.

Helpful Content

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

What’s My 2024 Tax Bracket?

What’s My 2024 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.