Welcome To Horizon Financial Services
Since 1963 Horizon Financial Services has specialized in building, maintaining and protecting your financial well-being, and that of your family.
By gaining a deep understanding of your needs and priorities that matter most, we help solve the important financial issues you face in meeting those needs.
Since its roots in 1963 our business has evolved to provide financial services to those who expect quality advice, and attentive, thoughtful, professional service.
Our commitment to insuring these outcomes has resulted in nearly 90% of our business coming from referrals from satisfied clients and professional networks.
We are privately owned, operate as fee-based or commission-based at your discretion, and provide the following services:
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164 (800)800-2638. Horizon Financial Services, LLC, and Woodbury Financial Services, Inc., are not affiliated entities.
Newsletters
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.