Horizons Sustainable Financial Services, Inc. forms are linked here: ADV Part 2.pdf and Form CRS.pdf. As an independent* locally owned business I offer objective unbiased advice. As a CERTIFIED FINANCIAL PLANNER I create fully integrated plans by aligning your goals with all areas of your financial life.
As an investment manager I follow prudent investment principles creating investment plans aligned with your personal philosophy and your tolerance for risk and time horizons. My focus is in Socially Responsible Investing. I am able to invest your money in companies that you believe in and that share your values.
As an investment manager I follow prudent investment principles creating investment plans aligned with your personal philosophy and your tolerance for risk and time horizons. My focus is in Socially Responsible Investing. I am able to invest your money in companies that you believe in and that share your values.
Services
Hathaway Financial Services was founded in 2006 by Patricia Hathaway, CFP(R), AIF(R). Hathaway Financial Services is a DBA of Horizons Sustainable Financial Services, Inc. ("Horizons"), a Registered Investment Adviser offering advisory services in the state of New Mexico and other jurisdictions where registered or exempted; and Patricia Hathaway is an Investment Advisor Representative of Horizons.
Making sense of what to do, where to begin, and how working with a Certified Financial Planner(R) provides benefits for you is key to your financial planning success. Planning engagements tend to vary with each client's specific needs, but some elements are common to all. Generally, most engagements encompass either financial planning, investment management, or a combination of both.
If any of the situations listed below apply, you may need the services of a financial planner. Financial planning integrates all areas of your financial life with your life goals and creates a unified plan that maximizes the use of your assets efficiently. The process creates a disciplined plan and a pathway of implementation to ensure success.
Determining what fits best for your investment needs is key to crafting an overall investment strategy. Whether you have a small amount of money, a rollover from your employer upon retirement, or an inheritance, we have an investment plan appropriate to your needs, your risk tolerance, and your time horizon.
Reviews
Be the first to review Hathaway Financial Service.
Write a Review
