You are encouraged to explore this site and learn more about the financial solutions provided to and available for you. Clients of Horizon Wealth Solutions are busy professionals who have had successful careers and/or have been successful business owners. They are generally financially savvy and have been adept at making life work.
They also understand and appreciate the fact that better financial decisions can be made in the context of the "BIG" picture, as they are assisted and guided by experienced Advisors. Whether your concerns are as simple as basic budgeting, or as complex as creating business exit strategies and legacy plans, Horizon Wealth Solutions can help.
They also understand and appreciate the fact that better financial decisions can be made in the context of the "BIG" picture, as they are assisted and guided by experienced Advisors. Whether your concerns are as simple as basic budgeting, or as complex as creating business exit strategies and legacy plans, Horizon Wealth Solutions can help.
Services
I hope that you are finding this website to be informative and thought provoking. You'll find our Bio information below, along with information on our qualifications and our support team.
Mary Hanson is the owner of Horizon Wealth Solutions, a diversified financial services company, with locations in Pleasanton and Pleasant Hill, CA. Mary comes from a background of 8 years in corporate project management, and 17 years as a residential Realtor in the East Bay Area.Her financial services career began in 2004 when she joined MetLife as a Registered Representative.
Mary Hanson is the owner of Horizon Wealth Solutions, a diversified financial services company, with locations in Pleasanton and Pleasant Hill, CA. Mary comes from a background of 8 years in corporate project management, and 17 years as a residential Realtor in the East Bay Area.Her financial services career began in 2004 when she joined MetLife as a Registered Representative.
Listening is the foundation of our service to you. Over the course of a long-term relationship with you as our Client, we expect to do much more listening than talking. We look forward to hearing about your vision, passions, and dreams for your life and your loved ones. We strive to understand your challenges, concerns, and uncertainties.
If you are considering engaging our services, we suggest that you call to schedule a Discovery appointment. This is a more lengthy (1.5 to 2.0 hours) get-acquainted meeting. In our experience, sorting out financial complexity starts with a simple conversation. We will explain to you how the world of independent planning and advisory services works.
In an independent model, the financial professional, the Investment firm (Cambridge Investment Research), and the Custodian (various) are all separate entities, that work together to plan, process and protect the Client's financial transactions. We will explain to you in detail how this process works for you, when we get a chance to meet in person.
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