Modern Horizons Wealth Advisors

At Modern Horizons Wealth Advisors, we understand that achieving financial freedom is a crucial aspect of living the American dream. Our team of experienced financial planners, investment experts, and insurance professionals are dedicated to helping individuals, families, and employers navigate their financial journey with confidence.

Our Services

We offer a comprehensive range of financial services designed to meet the unique needs of our clients. Our services include:

• Financial Planning: We help our clients create personalized financial plans tailored to their specific goals, risk tolerance, and priorities. Our team will work closely with you to identify areas for improvement, develop a strategy, and implement a plan that helps you achieve financial freedom.

• Investments: Our investment professionals will help you find the right investments for your unique situation, whether you're just starting out or nearing retirement. We'll work with you to develop a diversified investment portfolio that aligns with your risk tolerance and goals.

• Insurance: We offer a range of insurance products designed to protect you and your loved ones from the unexpected. Our insurance professionals will work with you to identify areas of risk and develop a strategy to mitigate those risks.

• Employer Retirement Plans: We also offer employer retirement plan services designed to help business owners and their employees build a stable financial future. Our team will work with you to develop a customized retirement plan that meets the unique needs of your business and employees.

Our Approach

At Modern Horizons Wealth Advisors, we believe that financial wellbeing is a means to help you live comfortably and confidently. We take a team approach to financial planning, which means you don't just get one professional - you get our entire team with over 50 years of combined experience. We'll work with you to understand your priorities, goals, and risk tolerance, and develop a personalized financial strategy that helps you achieve your dreams.

Our Team

Our team is comprised of experienced financial professionals who are dedicated to helping our clients achieve financial freedom. We're not just financial advisors - we're navigators on your financial journey. We'll work closely with you to understand your unique situation, develop a personalized financial plan, and provide on-going support and guidance to help you stay on track.

Resources

We're committed to helping our clients make informed financial decisions. That's why we offer a range of resources, including calculators, learning center, news, and events. We'll keep you updated on the latest financial news and developments, and provide you with the tools and information you need to make informed decisions about your financial future.