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FOR INDIVIDUALS AND....
Horizon Financial Planning Corp. offers a wide variety of services to meet the
financial
objectives of individuals. The firm works closely with clients to determine
their needs and
then recommends suitable strategies and actions.
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Retirement Income Planning
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Retiring with a comfortable standard of living
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- IRA Rollovers
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- Portfolio analysis and redesigning
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- Annual budgeting for savings and investments
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Tax Planning
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- Maximizing use of tax deductions
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- Deferral of taxes
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- Income shifting between family members
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- Tax reduction through appropriate investments
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Investment Analysis and Planning
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- Matching investment vehicles with goals and needs
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- Evaluating specific investments
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- Consideration of tax consequences
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- Analysis of risk-return trade off
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Risk Management
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- Maintaining family income in the even of a disability or death
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- Identification of current and future risk exposure
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- Evaluating cost-effectiveness of current coverage
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- Long-term nursing care protection
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Estate Planning
| - Minimizing probate expenses, delays and publicity
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- Reduction or elimination of estate taxes
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- Assuring proper management of family assets
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- Evaluating proper manner of holding title to property
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| - Post-death planning and tax work
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Other Services
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Tax return preparation (through Wink Tax Services)
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- Investment and insurance implementation
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- Wills, trusts and other estate planning (Via
Licensed Attorneys)
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...BUSINESSES/BUSINESS OWNERS
Horizon Financial Planning Corp. provides financial and tax planning as well as
investment counseling services to small businesses, corporations, pension
plans, charitable
foundations and trusts and other commercial and nonprofit business
institutions. The
firm works closely with the business owner and the owner's existing business
advisors,
such as accountants and pension administrators, to achieve overall financial
objectives.
Corporate Tax Planning
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- Increasing after-tax profits
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- Maximizing dollars drawn from business
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- Minimizing taxes through proper structuring of the business
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Retirement Plans & Employee Benefits
(INCLUDING INSURANCE)
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- Determining best suited plan
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- Deciding between qualified plans (including 401K) and non-qualified plans
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- Designing executive and key employee compensation
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- Evaluating adequacy and cost effectiveness of current plan
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- Analyzing plan investments
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- Conducting personal financial planning seminars for employees
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Estate Planning
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- Minimizing estate taxes through proper holding of assets
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- Buy-sell planning for the owners
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- Planning the succession of business ownership
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Other Services
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- Tax return preparation (through Wink Tax Services)
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- Investment and insurance implementation
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- Wills, trusts, buy-sell agreements and other estate planning
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