Today, advice around your financial future is everywhere. A simple search can lead you to thousands of opinions and articles on where and how to save, eliminating debt, and how to build & protect your wealth. While access to all this information is, on the surface, positive, its effect can create confusion and disorganization inside of people’s - and their business’s - financial world.
At Horizon Planning Group, we have found that what is lacking today is not advice. What’s missing is a simple and effective way to test and compare this advice to find the best and most powerful solution. Our uncommon process helps provide the opportunity for our clients, businesses and individuals alike, to focus not on product, but on Financial Balance. The result is a holistic financial strategy that enables them to achieve happy and successful financial lives.
Horizon Planning Group was founded over 100 years ago in Southern Indiana. We moved our main office to the Northside of Indianapolis over 50 years ago and expanded to includes offices in Evansville, Mishawaka, Terre Haute, New Albany, and Fort Wayne. Over the past century we helped thousands of individuals, families and businesses and learned many lessons of what works and doesn't work inside of our clients' financial lives. This has helped develop our Uncommon approach to helping clients avoid the pitfalls of traditional financial planning.
In 2017 we had $717 Million Total Assets Administered with $3.6 Billion of Death Benefit for our clients. Our clients were paid $6.8 Million of benefits and $8.9 Million in dividends in 2017.*
Source: Agency Insights Program - 2017 (6/15/2018)