The experienced financial professionals at Horizon Planning Group have an understanding of tax strategies, and an in-depth knowledge of financial services, employee benefit plans, insurance, investments, and other tools needed to build an effective financial foundation for you and/or your business.
Horizon Planning Group can help you implement and manage the various financial components to turn your vision into reality.
The key to Horizon Planning Group’s strength as a regional leader in financial services has always been our dedicated and talented financial representatives.
As a respected financial advisor and Managing Director of Horizon Planning Group, Casey believes it is important that we invest in both our clients and our employees. We believe in a process-driven, disciplined approach to meeting and...
My career began in 2000 as a financial advisor with Prudential and I quickly moved into leadership. Mentoring, teaching and leading others within the financial services industry is an honor and has become a dedicated passion of my mine...