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

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.

Garrett Dresen

Garrett Dresen, CFP®, is the owner of Harbor Horizon Financial, a fee-only financial planning firm based in Wilsonville, Oregon. He helps Oregon families and pre-retirees make clearer decisions around retirement, taxes, investments, and long-term financial planning. His interest in financial planning started early while he worked his way through college debt-free and ran his first business. Today, Garrett works with clients across Oregon to simplify complex financial decisions and build practical strategies around the life they want to create. Outside of work, he enjoys exploring the Oregon outdoors, practicing Jiu-Jitsu and kickboxing, and snowboarding.

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