Daphne, Alabama


Retirement Planning

Plan now for your retirement later with sound advice from our experts about effective RMD and wealth distribution strategies.

Wealth Management

Trust our knowledgeable advisors to help you prepare for every stage of life, from saving for college to preparing for retirement.

Legacy Planning

Let us help you articulate the impact of your financial legacy with the establishment of trusts, life insurance & IRA beneficiary analysis and more.
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welcome to horizon financial

Horizon Financial is a broadly diversified financial services company formed for the purpose of achieving one key mission—helping people!

Our mission is two-fold:

  • We will provide excellent advice and service to our clients as they work with our team to plan for their financial future and wealth transfer.
  • We will provide excellent training so that our advisors have up-to-date knowledge on concepts, regulation and products for the benefit of the client.

Our primary business objective is to be the financial services provider of choice in every community we serve by demonstrating a level of ethics, competency and professionalism that will set us apart from all our competitors and promote change for the better in our industry, for our customers and in the communities we serve.

Our core values

Our executive team and staff of professional employees believe in, and willingly agree to operate under, the following core values:

  • Integrity: Always executing strong moral principals.
  • Trust: Building trust by building relationships with our clients.
  • Service: Helping our clients by putting their needs and concerns first.
  • Passion: Being motivated, driven and determined to be the best we can be for our clients every day.