Services

Helping You Pursue Financial Freedom

Modern Horizons helps you seek to grow your wealth while reaching your dreams. By combining decades of wealth management knowledge with our diverse staff, we use our shared experiences to provide guidance for your financial wellbeing. Discover how we can personalize strategies for you.

What We Provide: A full spectrum of financial services

Whether you’re preparing for retirement or are in the early stages of building your wealth, we can provide assistance in four key service areas:

Investments

Bonds

Common Stock

IRAs (traditional, Roth, educational, SEP, Simple)

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities

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Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

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Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

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Employee Retirement Plans

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Who We Serve: You

We recognize that no two clients are the same so we provide financial strategies for a range of people. Our clients include traditional wealth builders, modern families, those approaching retirement, and others who want help mapping out their financial path to success.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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