Horizon Bank’s professional financial planning advisors understand that when it comes to planning for your retirement, it can be difficult to keep track of what you need to do now to meet your long-term financial goals. To give you and your family peace of mind and make retirement planning as smooth as possible, we will assist you at no cost in developing a retirement plan that is custom-tailored to your situation and needs.
Free Planning Session With Our Expert Advisors
Determine Your Personal And Financial Retirement Goals
Learn How To Protect Your Assets For Future Financial Stability
Discover Retirement Planning Opportunities Such As 401(k) Plans, IRAs, Or Potential Future Inheritances
What is the goal of our consultation meeting?
Your completely free retirement planning consultation meeting is designed to determine your current financial situation and long-term retirement planning goals. Once we have an understanding of where you are and where you want to be, we’ll develop a budget and wealth creation plan so that you are able to retire successfully.
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What will we do after we determine my retirement plan?
After we determine your goals for retirement, we will work together to discover opportunities to manage your assets more effectively and grow your future wealth. We will look at all the options available to you and implement those that make sense to you and your unique financial situation.
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Investment vehicles made available through Horizon Trust & Investment Management are: Not deposits or other obligations of, or guaranteed by Horizon Bank; Not insured by the FDIC; Subject to investment risks, including possible loss of principal.