ABOUT US
Horizons Wealth Management provides Fee-Only financial services customized to meet each client’s unique needs. The result is unbiased financial advice from professionals who are committed to acting as a fiduciary in a client-centered relationship. We analyze all aspects of your finances to design a roadmap to help you reach your financial goals and provide you with peace of mind.
OUR LOCATIONS
ASHEVILLE:
82 Patton Ave., Suite 206
Asheville, NC 28801
828.337.9395
GREENVILLE:
220 North Main Street, Suite 500
Greenville, SC 29601
864.516.7501
Your Kids Are Ruining Your Retirement
/in Money Smarts, Retirement, Retirement Planning, Retirement Ready, The Golden Years /by David HunterMore than a third of millennials receive financial support from their parents. New studies show that many boomers are risking ruining their retirement to subsidize their adult children, which is scary as they live longer and will need more savings. Making personal sacrifices for the good of your children is good parenting. But there are limits, […]
Stock Brokers vs. Fiduciaries- Do You Know The Difference?
/in Fee-Only Financial Planning, Fiduciary, Fiduciary Standard /by David HunterTony Robbins recommends this short video clip in his new book, Money: Master The Game. This is a great explanation of the difference between brokers and financial fiduciaries. Most brokers call themselves “financial advisors” or “financial planners,” but less than 10% of them are actually fiduciaries. Robbins advocates for using an Independent Fee-Only Fiduciary in order to protect investors from deceptive […]
The Recipe for Building a $1 Million Retirement Plan
/in 401(k) Investing, Building Wealth, Financial Habits, Financial Planning, Habits of Millionaires, Retirement Planning, Spending Habits, Wealth /by David HunterThe 401(K) has become America’s number one way to save for retirement. The stock market’s recent bull streak has not only pushed the average 401(k) plan balance to record highs, but also boosted the ranks of a new breed of retirement investor: the 401(k) millionaire. To join this “Million Dollar Club,” you need to learn all the right ingredients to […]
Would people possibly mistake someone completely unqualified to handle their finances?
/in Certified Financial Planner, Fee-Only Financial Planning, Fiduciary /by David HunterThe fact is, anyone can claim to be a financial advisor. There is a big difference between stock brokers, insurance agents, salesman, and CERTIFIED FINANCIAL PLANNERS. Do you know the difference between fee-only and fee-based? Does your financial adviser sell products to make commissions? Fee-Only advisers do not sell any financial products! To bring awareness to […]