Welcome to our web site, and thank you for your interest in Horizon Financial Group, L.L.C.

About Us

Wealth Management System

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Our mission is to empower clients to reach their financial goals and reduce their fears about money by helping them make smart financial decisions.

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Click here to view our Wealth Management System.

 



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Horizon Financial Group, LLC is a wealth management firm that specializes in investment management, retirement strategy and estate planning services for a select group of retired families. Our financial advisors are affiliated with LPL Financial, the nation’s largest independent broker/dealer*. Please click the following link to view a video describing the LPL Financial difference and why going with an independent financial advisor may be to your advantage.

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Contact Us

Horizon Financial Group, LLC
7490 N. La Cholla Blvd 
Tuscon, AZ  85741
Phone: 520-751-4300
Fax: 520-751-6340 
Email: info@horizonfinancialgroup.net

With the recent economic and market turmoil, our clients are looking to develop a long-term relationship with a firm that can assist them in understanding how to pursue their specific retirement goals and objectives. Generally, they are between the ages  60 and 80, and have a minimum of $500,000 of investable assets and are willing to openly discuss how to accomplish their objectives.  We do this by using a total wealth management approach.  Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. Our approach can help you invest your retirement assets conservatively, reduce your exposure to taxes, meet your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.

If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site.  I also welcome the opportunity to hear from you.  If you have questions about your financial situation, please do not hesitate to call or e-mail us.

*As reported in Financial Planning magazine June 1996-2012, based on total revenues.