The investment management industry is taking notice of Horizon Investments and its “goals-based” approach to asset management. A client’s life and financial objectives should be determined as early as possible so that effective plans can be implemented to achieve financial stability and success.
Whether working toward financial independence, retirement, or some other monetary target, formulating a proper plan to reach financial goals during the different stages of life is essential. Developing a framework to achieve financial success can be simplified when consulting trained professionals. One firm that has created strategies to meet goals-based investment needs is Horizon Investments.