As financial advisors, we are committed to helping you achieve your goals and providing you the peace of mind that comes from knowing your decisions are being guided by dedicated professionals. Our success over the past 30 years has been largely due to building lifetime relationships with clients then ultimately with their families and friends.
While we provide the benefits of a large firm, we emphasize small-firm personal attention. We pride ourselves on being responsive and responsible. Horizon Financial Advisors is an independently owned and operated corporation located in Monroeville, Pennsylvania. When you call, you speak directly to us and can be sure your questions and requests are handled promptly by competent, licensed professionals and a knowledgeable staff.
While we provide the benefits of a large firm, we emphasize small-firm personal attention. We pride ourselves on being responsive and responsible. Horizon Financial Advisors is an independently owned and operated corporation located in Monroeville, Pennsylvania. When you call, you speak directly to us and can be sure your questions and requests are handled promptly by competent, licensed professionals and a knowledgeable staff.
Services
Horizon Financial Advisors is an independently owned and operated corporation located in Monroeville, Pennsylvania. President Laura J. Abbott DeCarolis and CEO George P. Hebert founded the firm in 1990. Together, Laura and George have more than 80 years of combined experience in the Financial Services industry and offer a wide range of products and services to meet the diverse needs and goals of our clients.
Because we are an independent firm, our advisors have access to a complete range of investment products to offer its clients, such as individual stocks and bonds, REITs, mutual funds, and tax-deferred annuities. We can also manage investments for clients on either a fee basis or commission basis. Not all investment products are suitable for every client.
Financial planning is about addressing your concerns, eliminating the unknowns, and helping you to achieve your life's goals. Think of it as a road map. a way to get from here to there in a designated time with the fewest detours and potholes along the way.
Developing a financial plan involves analyzing all the areas of financial planning such as the existing investments, cash flow, tax returns, insurance coverage, retirement planning, estate planning, accumulation goals, educational funding, employee benefits and any other financial matters.
Developing a financial plan involves analyzing all the areas of financial planning such as the existing investments, cash flow, tax returns, insurance coverage, retirement planning, estate planning, accumulation goals, educational funding, employee benefits and any other financial matters.
We also offer advisory services that may be either in addition to managing investments or in lieu of financial planning.
In this scenario, clients can retain our advisors for help regarding miscellaneous financial issues, such as evaluating a Roth versus Traditional IRA or 401(k), beginning mandatory retirement distributions at age 70 1/2, dealing with the financial issues associated with the death of a spouse, choosing when to begin receiving social security benefits, selecting the investment choices in your employer-sponsored retirement plan, etc.
In this scenario, clients can retain our advisors for help regarding miscellaneous financial issues, such as evaluating a Roth versus Traditional IRA or 401(k), beginning mandatory retirement distributions at age 70 1/2, dealing with the financial issues associated with the death of a spouse, choosing when to begin receiving social security benefits, selecting the investment choices in your employer-sponsored retirement plan, etc.
Managing risk is an important part of investment management, and many investors have more risk in their portfolio than they know. The amount of risk you take should be based on the goal and time horizon for the investment or portfolio. Are you comfortable with the level of risk you are taking with your portfolio?
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