![]() ![]() Schwab neither endorses nor recommends Horizon Financial, unless you have been referred to us through the Schwab Advisor Network®. Horizon Financial is independently owned and operated. Schwab is a registered broker-dealer, and is not affiliated with Horizon Financial or any advisor(s) whose name(s) appears on this Website. The information contained in the Horizon Financial Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities. Schwab does not review the Horizon Financial Website, and makes no representation regarding the content of the Website. Schwab has agreements with Horizon Financial under which Schwab provides Horizon Financial with services related to your account. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. ![]() You are now leaving the Horizon Financial Services, LLC (“Horizon Financial”) Website and will be entering the Charles Schwab & Co., Inc. ![]() IMPORTANT NOTICE (Required Click-Through Disclosure) This helps them better understand your desires and the wealth they will inherit.Īre you ready to create a financial legacy, including a charitable giving plan? We’re ready to start building a plan with you. Your loved ones can benefit from participating in your legacy-building process and we encourage them to engage at the time that’s best for you. We consider the impact of any applicable tax law changes and make recommendations for addressing them. Depending on each individual situation, we will review current wills, trusts, powers of attorney, living will, health care proxy, estate taxes, and current charitable gifting plans.īecause legacy building is an evolving process with many moving parts, we will adjust your plan over time based on any changes in your circumstances or goals. We can provide allocation and planning strategies to minimize estate taxes, maximizing the amount you leave behind to those that matter most. Horizon Financial Services, LLC can help you create a legacy plan that will support the people you love even after you’re gone.Īs part of our comprehensive planning process, we collaborate with each client’s estate attorney to allocate investments and build a plan that helps ensure a financial legacy for generations to come. Estate planning basics, like a last will and advanced directive, are of vital importance, but it’s also beneficial to think about the process more holistically. You’ve worked hard to build what you have so it’s only natural you want to establish and nurture a legacy that will last for many years after your passing. ![]()
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