The Team You Can Trust.
The Horizon Coast Family of firms is an innovative team of consultants servicing a diverse clientele. Our practice areas and full-service approach complement each other to provide you with a comprehensive strategy to identify your long-term goals. By doing so, we are able to offer solutions to meet individuals’ and businesses’ constantly evolving needs. To that end, we pledge our dedication to integrity, knowledge, and professionalism in all we do. Since 2001 we have earned a reputation of trust and expertise. We invite you to expect and experience only the best from us.
Financial, Insurance & Tax Services
We provide our clients with services and resources that reach far beyond the traditional Financial Planning, Insurance and Tax services expected from a CERTIFIED FINANCIAL PLANNER ™ Professional or CFP®, and ENROLLED AGENT (EA). We construct a customized financial plan that addresses your stated goals and identifies any potential financial issues (review cash flow management, diversification of investment assets, gaps in insurance coverage, tax planning and preparation). The plan is revisited every year to make necessary adjustments. Changes in your personal situation, the performance of the financial markets or the legislation that regulates retirement plans, tax policies, or estate plans would all warrant changes to your financial plan.
Financial Planning | Investment Management | Insurance Services | Tax Preparation
Travel Services
Horizon Coast delivers everything you need for researching, planning, and purchasing vacations – whether it’s the trip of a lifetime or a quick getaway. Serving many different consumer segments – from families booking a summer vacation to individuals arranging expedition and adventure travel. Horizon Coast’s CERTIFIED TRAVEL COUNSELOR (CTC) and ACCREDITED CRUISE COUNSELLOR (ACC) can help plan exotic trip and luxury tours, cruise and river vacations, hotel accommodation, transport, excursion activities and travel protection insurance with our worldwide network. We make planning fun! Contact us today to start planning your next unforgettable vacation!
Cruises | Escorted Tours | Hotels & Resorts | Vacation Packages
Turn to the Team You Can Trust
The Horizon Coast Family of firms is an innovative team of consultants servicing a diverse clientele. Our practice areas and full-service approach complement each other to provide you with a comprehensive strategy fit your unique needs and make it possible for you to flourish in business, at home and in life.
