P&H Asset Management is a Full Service Investment and Financial Planning Firm offering a wide range of solutions to help build and protect our clients' wealth. Our fundamental goal is to enable our clients to feel confident and competent to make informed financial decisions. Through a comprehensive financial plan, we combine sound investment strategies with tax considerations, estate planning and risk management to help maximize our clients' likelihood of achieving their goals and dreams.
We provide: Professional Money Management, Retirement and Income Planning, Financial and Estate Planning, Coordination with Legal and Tax Professionals, Diversification Strategies, 401(k) rollovers, Tax efficient investments, Insurance and Annuity Services.If you'd like to learn more about what P&H Asset Management offers our clients, or to schedule an appointment and review your financial goals and options, please contact us.
We provide: Professional Money Management, Retirement and Income Planning, Financial and Estate Planning, Coordination with Legal and Tax Professionals, Diversification Strategies, 401(k) rollovers, Tax efficient investments, Insurance and Annuity Services.If you'd like to learn more about what P&H Asset Management offers our clients, or to schedule an appointment and review your financial goals and options, please contact us.
Services
Patrick Horn is president and founder of P&H Asset Management. He is a 17-year veteran in the financial services industry and holds the highly regarded Certified Financial Planner designation. Patrick focuses on the integrated wealth management needs of his clients. His goal is to enable his clients to feel confident and competent to make informed financial decisions.
At P&H Asset Management, we begin your financial planning by listening to your goals. Together, we design an investment portfolio that accurately reflects your goals, time horizons, and level of risk tolerance. Your portfolio can be uniquely structured to address your investment objectives, including: preservation of capital, generation of income, growth of principal, and tax efficiency.
If you are like most affluent people, you know that with wealth comes the responsibility to manage it carefully. In fact, you may have reached the stage where your investments require the attention of a professional money manager. Or maybe your life just requires more of your attention. If so, P&H Asset Management can help find the appropriate money manager for you.
P&H Asset Management Coordinates with Legal & Tax Professionals allowing for a more efficient and holistic application of your investment strategy. By meeting with your CPAs, attorneys, and other professionals, we are able to work towards achieving a more comprehensive implementation and integration of your financial accounts, tax issues, and legal & estate planning needs.
Reviews
Be the first to review P & H Asset Management.
Write a Review
