Our Services

We understand that it takes strategy, patience and intention to identify and achieve financial goals. At Strategic Horizon Inc, we pride ourselves in working with our clients to provide the best solutions money can buy, alligning with their financial objectives. Whether it is retirement planning or tax management strategies or insurance strategies, we can be your trusted partners in guiding you every step of the way in helping you make the right decisions for yourself or your clients. We use the latest tools and technology complemented by a personal touch in making sure that you get your money’s worth. Our expertise is reflected in the services we offer.

Card image cap

Retirement Planning

 

  • Retirement strategies
  • Estate conservation strategies
  • 401 (k) Retirement Plans
  • Tax planning strategies

 

Card image cap

Insurance and Annuities 

 

  • Group Life, Health, Dental & Vision Insurance
  • Key Person Insurance
  • Individual Long Term Care (LTC) Insurance
  • Individual Disability Insurance
  • Individual & Family Health Insurance
  • Individual Dental Insurance
  • Final Expense Insurance
  • Fixed Annuities
  • Mortgage Protection Insurance

 

Card image cap

Wealth Management:

 

  • Tax management strategies*
  • Investments
  • Buy / Sell Protection