OnthehorizoninvestmentsReviews of onthehorizoninvestments.com

My company was birthed out of my late father’s lack of a financial plan due to his death at a younger age than expected. Our goal is to prevent that by helping individuals, families, and small business before its too late. On the Horizon Investments seeks to bridge some of the major gaps our family ran into with financial planning. Something I consistently hear from my new clients once we have entered into a business relationship, is, do you also know a CPA or do you recommend a law firm. First, we are a life insurance brokerage with relationships with over 30 A Rated carriers which do include 15+ A Rated carriers within the fixed annuity space. This includes term life, whole life, final expense, indexed universal life (IUL), and group life insurance coverages. Our licensure to offer these products encompasses 14 states in the U.S. with a specialized focus for IUL coverages. We also have partnerships with two different law firms that help clients set up Trusts and Wills. Additionally, our partnership with CPAs who are enrolled agents, federally licensed by the U.S. Department of Treasury to represent taxpayers, before the I.R.S. giving any client access to everything under one roof, to complete a financial plan. We are committed to assisting families, individuals, and small businesses by offering these comprehensive financial planning services. We accomplish this by minimizing taxes, maximizing wealth now, maximizing wealth for your legacy, getting organized, and protecting your money from market volatility.

Onthehorizoninvestments (onthehorizoninvestments.com) has 15 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.

Also known as

onthehorizoninvestments.com

Website

onthehorizoninvestments.com

Category

Investments & Wealth

Location

Parrish, Florida

Listed on Five Star Index

2026