Financial Planning

Achieve Your
Life Goals.

Our CERTIFIED FINANCIAL PLANNER Professional or CFP® can help you meet your life goals through the proper management of your finances. Whether this means saving for a home, sending your children to college or planning for retirement Horizon Coast is here to help light the way.
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Investment Management

Evaluate Your Investment Strategy.

Our financial experts are here to review your investment portolio and apply asset allocation and money management principles to achieve your sepecific objectives. We offer a free consultation to discuss where you are, where you’re headed and how to get where you’d like to be.
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Insurance Services

Save Money On Insurance.

Get the right coverage at the best price. Whether you need Business, Auto, Home, Life, Health, Disability, Long Term Care, or other insurance, be sure to speak with Horizon Coast Insurance Brokers and Advisors to make sure you aren’t missing out on savings!
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Tax Preparation

Get Expert
Tax Help.

Whether you are facing an audit, want guidance for tax planning or need help with federal and state tax returns prepare, we can assist you with your personal or business tax matters accurately and quickly. Our Tax Advisors and federally-authorized tax practitioner ENROLLED AGENT (EA) are here for you.
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We are fellow travelers with a passion to help you see the world. Rely on our CERTIFIED TRAVEL COUNSELOR (CTC), and
ACCREDITED CRUISE COUNSELLOR (ACC) to help you create the perfect adventure.