Let us help you reach your goals.
Horizon Bank’s financial planning advisors understand that it can be difficult to keep track of all your sources of revenue and manage your money effectively to meet your financial goals.
To make wealth creation a smoother process, we will assist you in developing a custom financial plan that includes:
- Free planning session with our expert advisors
- Analysis of your entire financial picture
- Exploration of retirement planning opportunities
- Discussion about how to protect your assets for the future
- Development of a values-based, multi-generational financial plan
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.