Services
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
Financial Planning
Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans
Employee Retirement Plans
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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.