LEAVE YOUR
LEGACY
The things you do for yourself are gone when you are gone, but the things you do for others remain as your legacy
ESTATE PLANNING
With Horizon Wealth Managers, we help to assist your family through their toughest time by developing your plan for how you want your affairs handled if you can no longer make decisions or become otherwise incapacitated. Through the use of tools such as Wills, Trusts, Life Insurance and power of attorneys, we think of everything you may need, so that your family does not have to.
Are you interested in learning more about Investment & Estate Planning? Contact us for more information.
FINANCIAL PLANNING CHECKLIST
- Have you determined your short- and long-term financial goals?
- Are you saving and investing sufficient sums to fund your short- and long-term goals?
- Are you making the best use of tax-deferred savings plans, such as IRAs, 401(k)s, and Keoghs?
- If you are an employee, are you getting the optimum from your employee benefits?
- Do you have an "emergency fund?"
- Do you have adequate insurance?
