Horizon Legacy Group

your partner in financial security and growth.

At Horizon Legacy Group, we understand that planning for the future is vital to achieving peace of mind and financial success. Our comprehensive suite of services is designed to empower you with knowledge and tools needed to secure your financial legacy to discover the benefits of our key offerings:

Life Insurance

Protect your loved ones and ensure their financial security without customizable life insurance solutions. Whether you are looking for term or permanent coverage, our policies provide a safety net that allows you to focus on what matters most knowing that your family will be taken care of in the event of the unexpected.

Retirement Planning

Prepare for the retirement you've always envisioned without talents retirement planning services we help you assess your current financial situation; Set achievable goals and create a personalized plan that maximizes your savings and investments enjoy the confidence of knowing you have a clear path to be comfortable and fulfilling retirement

Wealth Management

Ensure your legacy is protected and your wishes are on it without comprehensive estate planning services we guide you through the process of creating will trust and other central documents, how can you minimize taxes and avoid probate. With a solid estate plan in place, you can rest easily knowing that your assets will be distributed according to your wishes.

Long Term Care Insurance

Traditional healthcare insurance is designed to cover basic medical expenses unlike long term care insurance which covers long term care services and supports your personal and custodial care in a variety of settings such as your home a community organization or other facility that you can select. Long-term care insurance is critical to your financial planning as you want to protect your assets from being depleted due to the rising cost of healthcare.

Small business strategies

We help business owners and high net worth individuals implement strategies that benefit both their companies and employees. Our financial solutions support recruitment, retention, and protection from business disruptions.

Succession planning

Key person strategies/ Executive bonus plans

Premium financing

Tax planning strategies

Fund buy-sell agreements

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