Horizon Investment Group

Our Story

Julie M. Simmons and David C. Smith founded our firm with a shared vision: to empower individuals to achieve financial security and pursue their aspirations. We believe in building lasting relationships centered on trust, personalized guidance, and collaborative decision-making.

Our Passion

We are passionate about helping clients navigate the complexities of personal finance and reach their financial goals. We take the time to understand each client's unique needs, aspirations, and financial situation to create customized strategies that align with their individual journeys.

Our Values

Our firm operates on the following core values:

• Integrity: We uphold the highest ethical standards and transparency in all our interactions.
• Client-Centricity: We prioritize your needs and interests in every decision we make.
• Collaboration: We believe in working alongside our clients as partners to achieve success.
• Innovation: We stay updated on industry trends and utilize leading-edge technology to deliver efficient and effective solutions.

Our Services

We offer a comprehensive range of services to meet our clients' diverse financial needs, including:

Wealth Management

• Comprehensive financial planning
• Portfolio management and review
• Asset allocation and diversification
• Retirement planning and accumulation

Financial Planning

• Goal setting and financial analysis
• Cash flow management and budgeting
• Insurance planning and risk mitigation
• Estate and legacy planning

Tax and Investment Strategies

• Tax optimization strategies
• Investment research and selection
• Performance monitoring and reporting

Additional Services

• Retirement planning for individuals and businesses
• Employee benefit consulting
• Financial education and guidance

Our Approach

We follow a proven five-step investment process to create customized strategies for each client:

1. Discovery & Needs Analysis

2. Goal Setting & Risk Tolerance Assessment

3. Strategy Development & Implementation

4. Review & Monitoring

5. Communication & Feedback

Partnering with You

We are committed to building long-term partnerships with our clients. We believe in open communication, regular progress reports, and continuous collaboration to ensure that your financial plan evolves and adapts to life events, market changes, and your changing goals.