You have big plans for the future.
Let us help you realize them.
Smarter Strategies
After years of intense study and learning from the most experienced and renowned financial experts in the nation, we teach you the proven strategies to achieve true wealth and confidence in your future.
Smarter Coaching
Our Wealth Coaches are not only some of the best-trained experts in the industry, but they are hand-picked for their outstanding character, attitude, and passion for helping people just like you.
Smarter Education
Gone are the days of getting lost in an ocean of confusing content scattered across the internet. Learn the exact roadmap to reach your goals and get actionable education you can start using today.
Smarter Accountability
If you've ever wanted someone to help you stay on track and hit all your goals, you have just found that someone. Your Wealth Coach will be with you, keeping you on track, every step of the way.
Smarter Products
Start putting your strategies into action with guided implementation of the exact same high-quality financial products that we use ourselves.
Smarter Community
Join an engaged, enthusiastic community where you will find a whole new family of friends and mentors.
Financial Planning
A process to help you clarify your goals, create a net-worth statement, and establish short-term and long-term financial objectives. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, and identify your dreams and goals.
Insurance Planning
Insurance transfers the financial risk of life’s events to an insurance company. A reliable insurance strategy can help protect your family from the financial consequences of those events while enhancing how your wealth is passed on to the next generation.
Retirement Planning
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security and personal savings and investments are expected to play a role. Reaching your goals can provide peace of mind and enable you to make the most of your retirement years.
Tax Planning
Understanding tax strategies and managing your tax bill should be part of any reliable financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Investing
In theory, investing should be easy—just buy low and sell high—but most of us have trouble following that simple advice. There are principles that may enable you to put together a customized strategy that reflects your risk tolerance, time horizon and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
Estate & Legacy
An estate plan is an important part of the financial planning process. It’s never too early to begin thinking about getting your affairs in order during your lifetime and gaining control of the distribution of your wealth after death. Legal, tax, and investment strategies that unlock your family's potential. Charitable giving strategies if you are so inclined.
College Planning
College planning is complex. As your child navigates the gauntlet of tests, tours, essays, applications, and admissions, you will wade through the financial aid, forms, and financing decisions. For both of these challenges, there is a massive amount of planning and information to decipher. We provide a clear pathway.
Business Planning
We offer a number of strategic planning options for businesses and small business owners. It's about simplification, minimizing risk, and optimizing cash flow. We’re committed to helping entrepreneurs keep more of their money by increasing monthly cash flow without having to cut back, budget, take on more risk or increase sales.
Contact Us:
learn@securehorizonsagency.com
Office: (877) 434-6243
Hours: Monday - Friday | 9am - 5pm EST
Disclaimer:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Life insurance & annuity services provided by Secure Horizons Agency, Carol Dewey, FL License#P145171
Securities investment services provided by Perpetual Wealth Financial, Inc with advisory services offered through Foundations Investment Advisors.