Advice & Education

Keeping clients informed and educated is the keystone to working together for a successful retirement.  The Horizon Group takes pride in providing our clients with timely information about their accounts and the market as a whole.  Clients appreciate our annual Financial Fair where we provide access to market experts, review the past year, and look forward to what the next year might bring.  In addition to the Financial Fair, partners frequently hold workshops and seminars on special topics as needed.  Some examples of recent seminars and workshops include fixed income alternatives, long term care, alternative investments, and real estate.  Our 30 seat carriage house classroom at the cobblestone provides a venue for traveling fund managers and other experts to address small groups of clients from time to time.  Be sure to check our seminars, events, and outreach page for any upcoming seminars or workshops!

Newsletters and e-mails play an important role in keeping our clients well informed.  Topics and frequency of these newsletters are dictated by the financial markets and current events, but are always written to help you interpret their impact on you and your money.  A selection of archived issues from years past is available on our Horizon Group newsletters page.