Horizon Financial Resources-----Seeing you into the future
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Horizon Financial Resources, LLC is an independent financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to help grow, protect, and conserve your wealth by delivering a professional level of personalized service and a wealth of experience.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please email tobrien@horizonfn.com or call 641-332-2355. We look forward to hearing from you.
Newsletters
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
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Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
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Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.