Financial Planning Horizons - Home
 
Financial Planning Horizons Home Page
About Financial Planning Horizons
Tax Services
Retirement Planning Services
Investment Services
Savings Consulting
Estate Planning Services
Planning for education expenses
Small Business Consulting
Divorce Consulting
Helpful Financial and Tax Worksheets
Useful tips and financial trends
Links to other helpful websites
How to reach us
 

If you are looking for help in managing your investments, you've come to the right place. I create model portfolios that integrate optimal asset allocation and diversification based on your needs, time horizon to retirement, and willingness to take risks. These are not "one size fits all" portfolios -- rather, they are dynamic, customized investment models that adapt over time.
moneytree.gif (12559 bytes)
portfolio.gif (8422 bytes) As my client, you can access your secure, online portfolio in the comfort of your home or office and get up to date snapshots on your investment performance. Quarterly updates reflect reinvested dividends and other transactions. If full financial planning services are what's needed, look no further than my practice: “Financial Planning Horizons”.
 

Now is the perfect time to begin setting up a plan, and lay the groundwork for smarter investments.

Contact me today to arrange for a free, in home consultation.

e-mail:  finplanhorizons@comcast.net

Don't put your money in the wrong place!

losingmoney.gif (9430 bytes)

Copyright © 2002-2010 Financial Planning Horizons. All rights reserved.
View Privacy Policy