Financial Planning

Financial Planning for the Next Generation: How to Prepare Your Heirs

Financial Planning
January 09, 2026•1 min read
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Disclaimer:

This content is for informational and educational purposes only and should not be construed as individualized financial, tax, or legal advice. The information provided reflects general planning concepts and may not be suitable for your specific situation. Always consult with a qualified financial advisor, tax professional, or attorney before making decisions based on this content. Harbor Horizon Financial is a Registered Investment Adviser in the state of Oregon. Registration does not imply a certain level of skill or training.


The owner of Harbor Horizon Financial, an Oregon-based RIA, CFP®, and exit planner, Garrett is dedicated to helping business owners and driven individuals build financial strategies that align with their goals. His passion for financial planning started early, navigating college debt-free while running his first business. Now, he helps clients simplify their finances, grow their wealth, and achieve financial independence. Outside of work, you’ll find Garrett exploring the Oregon outdoors, practicing Jiu-Jitsu, kickboxing, or snowboarding.

Garrett Dresen

The owner of Harbor Horizon Financial, an Oregon-based RIA, CFP®, and exit planner, Garrett is dedicated to helping business owners and driven individuals build financial strategies that align with their goals. His passion for financial planning started early, navigating college debt-free while running his first business. Now, he helps clients simplify their finances, grow their wealth, and achieve financial independence. Outside of work, you’ll find Garrett exploring the Oregon outdoors, practicing Jiu-Jitsu, kickboxing, or snowboarding.

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