Welcome to Harbor Horizon Financial

Helping driven individuals and families achieve their financial goals

We help high achievers grow, protect, and enjoy their wealth with tailored financial plans that align with their goals.

We Specialize In

At Harbor Horizon Financial, we specialize in comprehensive financial planning designed for ambitious individuals like you—business owners, entrepreneurs, and motivated professionals who want to achieve more.

Whether you’re looking to scale your business, optimize your taxes, or secure your family’s future, we provide strategic guidance that helps you reach your financial potential.

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Questions We Help You Answer

At Harbor Horizon Financial, we understand that growing your wealth and securing your financial future raises critical questions. Here are just a few of the questions we help our clients answer:

How do I turn my success into sustainable, long-term wealth?

Do I have enough saved to retire?

What’s the smartest way to create multiple income streams?

How can I plan for a successful business exit?

How do I optimize my long term tax strategy?

Should I invest inside or outside of my business?

If these questions resonate with you, we’re here to provide the answers. Let’s create a financial plan that works for your life and your future.

Our Services

About Us

We're passionate about offering fee-only financial planning, which means we receive compensation solely from our clients, never from commissions or third parties.

The old-school way of just managing investments isn't enough anymore. Today, you deserve a planner who takes a holistic view of your financial picture and proactively collaborates with your CPA, estate planning attorney, and other professionals to create a cohesive strategy that works for you.

Let’s work together to unlock your full financial potential, you deserve better.