Horizon Financial Group,Llc

Horizon Financial Group,Llc

  • 8280 YMCA Plaza Dr Bldg 5
  • Baton Rouge, Louisiana
  • 70810-0927

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Description

We provide a comprehensive, full service model to affiliated advisors through The Horizon Advisor Hub™. Through this service model, as an advisor with Horizon, you will be provided with all of the resources needed to support your practice from operations to business development to planning and research.

Horizon Wealth Management believes financial planning is really about what makes YOU happy. You define your own plan based on what is most important to you. We provide the organization, advice and support to help you reach the future you envision.

Marketing & preparing your company for sale. Who are you going to market to – a strategic buyer or a financial buyer? Do you think it would be better to sell your company to a major player in your industry, an up-and-comer, or even an old friend? Would a private equity firm be intrigued? Would a foreign buyer be a better bet? Your marketing strategy should be strong enough to attract multiple offers, whether pursuant to an asset sale or a share sale.

The Wealth Coach Solution™ was custom designed with you in mind, through our years of experience both playing the game and helping those in and around the game manage the many moving parts of their financial lives. Over time, you may find that our process becomes the most important coach you have ever had.

Products & services

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