315 West Edmond Road
Make an informed decision about how you can maximize your retirement savings.
Transitioning into and adjusting to retirement isn’t always smooth. With proper planning and strategic adjustments you can prepare for the retirement you envision.
It is a big change to be finally living off of your retirement savings than it is to focus on accumulating assets. At Horizon, we can give you detailed support on how to prepare for this adjustment.
The first step is to answer a 5-minute questionnaire and then we’ll pinpoint your exact Risk Number to guide our decision-making process.
Next, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes.
Last, we will review your progress toward your financial goals by building a Retirement Map.