Many happenings to share about!
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Exciting times!
It's been a busy time with much going on in the market and at Horizon Financial Services, LLC. Investing in our relationship with you and providing our clients with the highest quality of investment planning services continue to be our top priorities.
In addition to Todd Day's weekly market update, we'd like to share a few highlights of what's been happening around Horizon Financial Services, LLC. As you can see, we've been quite busy!
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Market update by
Todd Day, MBA
Portfolio Manager
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Market update: Can the rally continue?
What looked to be the first weekly decline of 2019 for the major averages turned and ended up going positive on Friday despite trade tensions and global growth fears. I know it seems like we have been talking about this for a long time, but it is what it is.
Is the torrid 6-week rally that started on December 26 and which led to the best January performance since 1987 finally over?...
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We cleared the hurdle!
On August 6, 2018, Horizon Financial Services LLC became a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). RIAs are required to register either with the primary state in which business is conducted or with the SEC; however, SEC registration is typically reserved for advisory firms that have at least $100 million in assets under management. We are very proud of our growth and success, and this is an exciting accomplishment for our firm.
While this change in registration is an important one for Horizon Financial Services, LLC, it does not impact our services or commitment to our clients. As always, we are committed to the financial well-being of our clients and will continue to act in their best interest as a fiduciary advisory firm.
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SEC#:
801-113778
Registration profile:
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Introducing Joe Wright, CPA, PLLC
Horizon Financial Services, LLC, places importance on tax planning. We believe understanding the taxable consequences of your financial decisions is vital to your long-term success. Engaging the services of a knowledgeable and experienced tax professional is also important to your investment planning process and is crucial for proper tax preparation.
Joe Wright, CPA, CGMA is a seasoned tax professional with over 35 years of experience. He and his staff of CPAs provide specialized accounting, taxation and business tax advisory services to individuals and businesses of all sizes across the Triad. In October of 2018, Joe’s accounting firm, Joe Wright, CPA, PLLC established an office in our building to allow for the continued growth of his business as well as provide existing clients with another convenient location. Many of our clients have chosen to work with Joe and his staff since their tax services complement the financial planning services we provide. Like Horizon Financial Services, LLC, Joe and his staff place great emphasis on client education and are committed to long-term client relationships.
If you would like to know more about Joe Wright, CPA, PLLC or their services, please don’t hesitate to let us know. We’re excited to have Joe and his staff in our building and look forward to working with them.
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We're green!
In August of 2018, John J. Brais purchased our office building located at 3880 Vest Mill Road in Winston-Salem. An advocate for environmentally friendly practices, John immediately began work on the property. In addition to a new roof and spray foam insulation, John also installed solar panels on the roof to make the building more energy efficient. Be on the lookout for additional improvements in 2019!
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Cutest addition to the Horizon family!
We are thrilled to share that Jessica Patterson, Marketing & Business Development Manager, along with her husband Wes Patterson, welcomed their daughter, Johanna Elaine Patterson on October 23, 2018.
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Planning made easy with these interactive tools.
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Kick-off the 2019 tax year with a plan in place.
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The 2019 Tax Reference Guide provides easy-to-reference tables to help set your withholding tax, tax estimates and tax planning in the right direction for the 2019 tax year.
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Capture your risk tolerance and see if your portfolio fits you.
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Build a sample financial plan based on your goals.
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Ready to take control of your financial future? Start by selecting a goal that is most important to you. You’ll be able to see if you’re on track and how simple adjustments can impact your ability to reach your goal. Once you’re ready, request a consultation, and we’ll work together to build a plan to help make your financial goals a reality.
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Insight. Integrity. Invested in your future.
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Horizon Financial Services, LLC is a team of financial advisors who provide comprehensive financial planning. We invest time in building lasting, personal relationships. It is our belief that your long-term financial success requires a solid financial plan and our time-tested commitment to you.
Advisory services are offered through Horizon Financial Services, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through New Horizon Financial Services, Inc., an affiliated company. Horizon Financial Services, LLC and New Horizon Financial Services, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency.
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Financial Planner
Family Wealth Counselor
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Financial Planner
Family Wealth Counselor
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Financial Planner
Family Wealth Counselor
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Financial Planner
Family Wealth Counselor
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Insurance Professional
New Horizon Financial Services, Inc.
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Medicare Benefits
New Horizon Financial Services, Inc.
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Horizon Financial Services, LLC | p 336-659-7060 | f 336-659-7061 | horizonfs.com
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