Horizon Financial Services, LLC

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Horizon Financial Services - Winston-Salem, NC | Plan Your Future Today Ready to get started? Call our team at (336) 659-7060 or email us at [email protected] Client Login 0 Skip to Content Open Menu Close Menu Open Menu Close Menu Retire on Your Own Terms Integrative Financial Planning. Personalized Solutions. Trusted Advisors Who Care. Schedule An Appointment Who We Are Meet The Team Our Guiding Principles Welcome to Horizon Financial We are a team of family wealth counselors focused on helping you plan for and enjoy your retirement. Our personalized financial plans are tailored to your unique situation and aligned with your goals and values in mind. As an independent fiduciary firm, we prioritize transparency and your best interests. Our planning process incorporates investment planning, retirement and income planning, tax minimization strategies, and legacy building. Everything we do is designed around you. At Horizon Financial, we’re committed to helping you prepare for whatever life brings. Let’s take charge of your future together. Our Personalized Approach We go the extra mile to design financial plans that focus on meeting your specific goals and account for the uniqueness of your life and needs. Count on us to: Collaborate We develop a one-on-one relationship with you and work with your tax preparer, estate attorney, and other chosen professionals to help ensure an integrative financial plan. Communicate We prioritize transparency, responsiveness, and accountability

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