Offering Advice on Retainer
Horizon developed this service with seniors in mind. For a nominal annual charge, clients can retain our advisors to consult on miscellaneous financial matters as they arise, such as starting mandatory retirement distributions at age 70 1/2, receiving an inheritance, death of a spouse, advice on accounts not with Horizon, etc. The annual retainer fee is to secure us as the client’s personal financial advisor on an ongoing basis. For complete information, including our fee schedule and a copy of our Form ADV, call our office or e-mail us at info@horizonfinancialadvisors.com.